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 | $42,015 | $42,383-0.9% | $76,523-45.1% | $64,186-34.5% |
| Participation rate | 69.2% | 58.1%+11.1pp | 68.0%+1.2pp | 69.6%-0.3pp |
| Annual return | -9.66% | -16.54%+6.9pp | -0.27%-9.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $363 | $1,563-76.8% | $2,647-86.3% | $2,381-84.8% |
| Participant deferral / active EE | $3,758 | $2,566+46.4% | $3,835-2.0% | $3,470+8.3% |
| Admin fee / account holder | $2 | $3,198-99.9% | $4,848-100.0% | $4,888-100.0% |