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 | $23,049 | $142,344-83.8% | $119,609-80.7% | $134,475-82.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -23.79% | -12.44%-11.4pp | -14.97%-8.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $5,928 | $5,222+13.5% | $4,232+40.1% | $4,740+25.1% |
| Participant deferral / active EE | $11,018 | $6,469+70.3% | $5,602+96.7% | $6,400+72.2% |
| Admin fee / account holder | $202 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |