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 | $58,270 | $72,404-19.5% | $110,238-47.1% | $64,186-9.2% |
| Participation rate | 41.4% | 73.3%-32.0pp | 79.8%-38.4pp | 69.6%-28.2pp |
| Annual return | -7.87% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,413 | $2,282-38.1% | $3,826-63.1% | $2,381-40.6% |
| Participant deferral / active EE | $2,636 | $3,469-24.0% | $4,672-43.6% | $3,470-24.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |