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 | $16,049 | $49,177-67.4% | $79,464-79.8% | $64,186-75.0% |
| Participation rate | 30.6% | 65.0%-34.5pp | 73.3%-42.8pp | 69.6%-39.0pp |
| Annual return | -10.62% | -1.16%-9.5pp | 718.14%-728.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $252 | $2,076-87.9% | $2,800-91.0% | $2,381-89.4% |
| Participant deferral / active EE | $1,384 | $2,821-50.9% | $3,704-62.6% | $3,470-60.1% |
| Admin fee / account holder | $283 | $3,839-92.6% | $5,113-94.5% | $4,888-94.2% |