See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,568 | $167,307-80.5% | $143,757-77.3% | $134,475-75.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -20.95% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,668 | $5,619-70.3% | $4,951-66.3% | $4,740-64.8% |
| Participant deferral / active EE | $2,493 | $6,446-61.3% | $5,637-55.8% | $6,400-61.0% |
| Admin fee / account holder | $65 | $18,088-99.6% | $14,673-99.6% | $11,426-99.4% |