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 | $19,640 | $107,791-81.8% | $90,645-78.3% | $135,375-85.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -78.62% | -0.90%-77.7pp | 1.88%-80.5pp | 519.73%-598.4pp |
| Employer contribution / active EE | $611 | $3,018-79.8% | $2,532-75.9% | $4,779-87.2% |
| Participant deferral / active EE | $9,095 | $3,872+134.9% | $3,425+165.6% | $5,609+62.1% |
| Admin fee / account holder | $36 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |