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 | $25,084 | $46,674-46.3% | $117,472-78.6% | $68,494-63.4% |
| Participation rate | 48.5% | 56.8%-8.3pp | 70.6%-22.1pp | 67.9%-19.4pp |
| Annual return | -22.27% | -14.52%-7.7pp | 29.74%-52.0pp | -7.84%-14.4pp |
| Employer contribution / active EE | $551 | $1,505-63.4% | $4,176-86.8% | $2,596-78.8% |
| Participant deferral / active EE | $1,694 | $2,636-35.8% | $4,070-58.4% | $4,027-57.9% |
| Admin fee / account holder | $8 | $4,020-99.8% | $5,645-99.9% | $5,403-99.9% |