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 | $13,842 | $54,726-74.7% | $68,793-79.9% | $64,186-78.4% |
| Participation rate | 58.3% | 68.0%-9.7pp | 72.2%-13.9pp | 69.6%-11.2pp |
| Annual return | -8.46% | -1.62%-6.8pp | -4.63%-3.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $963 | $1,846-47.8% | $2,625-63.3% | $2,381-59.6% |
| Participant deferral / active EE | $1,362 | $2,626-48.1% | $3,311-58.9% | $3,470-60.8% |
| Admin fee / account holder | $22 | $4,027-99.4% | $5,131-99.6% | $4,888-99.5% |