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 | $48,957 | $95,862-48.9% | $79,550-38.5% | $134,475-63.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -23.14% | -2.69%-20.5pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,307 | $3,128-26.3% | $2,413-4.4% | $4,740-51.3% |
| Participant deferral / active EE | $4,867 | $4,693+3.7% | $3,985+22.1% | $6,400-24.0% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |