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 | $74,816 | $77,813-3.9% | $123,544-39.4% | $64,186+16.6% |
| Participation rate | 26.9% | 74.7%-47.8pp | 82.3%-55.4pp | 69.6%-42.6pp |
| Annual return | -10.44% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,201 | $3,014-60.1% | $4,628-74.0% | $2,381-49.5% |
| Participant deferral / active EE | $2,441 | $5,240-53.4% | $6,426-62.0% | $3,470-29.6% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |