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 5-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 | $86,431 | $64,707+33.6% | $112,228-23.0% | $68,494+26.2% |
| Participation rate | 44.8% | 67.2%-22.3pp | 75.1%-30.2pp | 67.9%-23.1pp |
| Annual return | -22.93% | -11.40%-11.5pp | 27.45%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $830 | $2,746-69.8% | $3,635-77.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,535 | $3,565-56.9% | $4,728-67.5% | $4,027-61.9% |
| Admin fee / account holder | $117 | $5,232-97.8% | $6,410-98.2% | $5,403-97.8% |