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 | $28,331 | $167,307-83.1% | $143,757-80.3% | $134,475-78.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -28.80% | 0.46%-29.3pp | -0.04%-28.8pp | 417.96%-446.8pp |
| Employer contribution / active EE | $1,603 | $5,619-71.5% | $4,951-67.6% | $4,740-66.2% |
| Participant deferral / active EE | $2,552 | $6,446-60.4% | $5,637-54.7% | $6,400-60.1% |
| Admin fee / account holder | $279 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |