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 | $71,473 | $59,805+19.5% | $79,550-10.2% | $68,494+4.3% |
| Participation rate | 13.9% | 61.1%-47.2pp | 69.5%-55.6pp | 67.9%-54.0pp |
| Annual return | -23.62% | -12.30%-11.3pp | 0.16%-23.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $377 | $1,505-75.0% | $2,413-84.4% | $2,596-85.5% |
| Participant deferral / active EE | $1,461 | $3,024-51.7% | $3,985-63.3% | $4,027-63.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |