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 | $55,985 | $142,344-60.7% | $119,609-53.2% | $134,475-58.4% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -23.38% | -12.44%-10.9pp | -14.97%-8.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,727 | $5,222-66.9% | $4,232-59.2% | $4,740-63.6% |
| Participant deferral / active EE | $3,344 | $6,469-48.3% | $5,602-40.3% | $6,400-47.8% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |