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 | $35,474 | $76,000-53.3% | $154,107-77.0% | $64,186-44.7% |
| Participation rate | 52.0% | 70.4%-18.4pp | 83.0%-31.0pp | 69.6%-17.6pp |
| Annual return | -8.01% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $709 | $3,351-78.8% | $5,298-86.6% | $2,381-70.2% |
| Participant deferral / active EE | $899 | $3,175-71.7% | $5,081-82.3% | $3,470-74.1% |
| Admin fee / account holder | $15 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |