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 | $59,246 | $211,958-72.0% | $169,463-65.0% | $135,375-56.2% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.05% | 3.26%-14.3pp | 1.83%-12.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,490 | $5,120-70.9% | $4,159-64.2% | $4,779-68.8% |
| Participant deferral / active EE | $6,422 | $6,075+5.7% | $5,277+21.7% | $5,609+14.5% |
| Admin fee / account holder | $137 | $11,471-98.8% | $9,109-98.5% | $10,827-98.7% |