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 | $37,008 | $88,707-58.3% | $74,183-50.1% | $273,961-86.5% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | -19.48% | 11.94%-31.4pp | 17.74%-37.2pp | 41.45%-60.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $285 | $8,717-96.7% | $5,586-94.9% | $10,132-97.2% |