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 | $56,571 | $110,094-48.6% | $151,611-62.7% | $68,494-17.4% |
| Participation rate | 65.6% | 84.0%-18.4pp | 87.5%-21.9pp | 67.9%-2.3pp |
| Annual return | -20.67% | -10.12%-10.6pp | 3.33%-24.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,819 | $4,471-59.3% | $6,166-70.5% | $2,596-29.9% |
| Participant deferral / active EE | $7,028 | $6,527+7.7% | $8,363-16.0% | $4,027+74.5% |
| Admin fee / account holder | $102 | $7,719-98.7% | $11,616-99.1% | $5,403-98.1% |