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 | $23,557 | $85,790-72.5% | $67,313-65.0% | $135,375-82.6% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.1%-32.7pp | 82.6%-46.3pp |
| Annual return | -13.31% | -0.54%-12.8pp | -4.08%-9.2pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,348 | $3,487-61.4% | $2,566-47.5% | $4,779-71.8% |
| Participant deferral / active EE | $1,797 | $4,651-61.4% | $3,568-49.6% | $5,609-68.0% |
| Admin fee / account holder | $107 | $6,392-98.3% | $4,507-97.6% | $10,827-99.0% |