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 | $35,940 | $95,862-62.5% | $79,550-54.8% | $134,475-73.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -31.28% | -2.69%-28.6pp | 0.16%-31.4pp | 417.96%-449.2pp |
| Employer contribution / active EE | $1,232 | $3,128-60.6% | $2,413-48.9% | $4,740-74.0% |
| Participant deferral / active EE | $5,821 | $4,693+24.0% | $3,985+46.1% | $6,400-9.0% |
| Admin fee / account holder | $46 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |