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 | $75,484 | $45,863+64.6% | $77,024-2.0% | $68,494+10.2% |
| Participation rate | 40.4% | 55.9%-15.5pp | 67.9%-27.5pp | 67.9%-27.5pp |
| Annual return | -22.11% | 1.72%-23.8pp | 42.32%-64.4pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,189 | $1,650-27.9% | $2,812-57.7% | $2,596-54.2% |
| Participant deferral / active EE | $2,373 | $2,962-19.9% | $4,426-46.4% | $4,027-41.1% |
| Admin fee / account holder | $119 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |