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 | $115,062 | $107,015+7.5% | $73,545+56.5% | $147,584-22.0% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | -27.49% | 38.25%-65.7pp | -15.16%-12.3pp | 578.55%-606.0pp |
| Employer contribution / active EE | $163 | $1,760-90.8% | $1,219-86.7% | $4,876-96.7% |
| Participant deferral / active EE | $128 | $2,462-94.8% | $1,806-92.9% | $5,439-97.7% |
| Admin fee / account holder | $120 | $3,055-96.1% | $2,320-94.8% | $10,885-98.9% |