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 | $27,465 | $133,958-79.5% | $112,228-75.5% | $134,475-79.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -20.57% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $883 | $4,038-78.1% | $3,635-75.7% | $4,740-81.4% |
| Participant deferral / active EE | $1,969 | $5,291-62.8% | $4,728-58.4% | $6,400-69.2% |
| Admin fee / account holder | $218 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |