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 | $99,862 | $64,707+54.3% | $112,228-11.0% | $68,494+45.8% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -20.08% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,491 | $2,746-45.7% | $3,635-59.0% | $2,596-42.6% |
| Participant deferral / active EE | $3,829 | $3,565+7.4% | $4,728-19.0% | $4,027-4.9% |
| Admin fee / account holder | $9 | $5,232-99.8% | $6,410-99.9% | $5,403-99.8% |