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 | $13,519 | $75,935-82.2% | $60,547-77.7% | $125,391-89.2% |
| Participation rate | 47.8% | 76.5%-28.7pp | 68.0%-20.1pp | 83.2%-35.4pp |
| Annual return | -8.64% | -5.38%-3.3pp | 335.64%-344.3pp | 282.22%-290.9pp |
| Employer contribution / active EE | $891 | $3,438-74.1% | $2,419-63.2% | $4,866-81.7% |
| Participant deferral / active EE | $3,504 | $4,506-22.3% | $3,328+5.3% | $5,352-34.5% |
| Admin fee / account holder | $200 | $6,768-97.0% | $4,536-95.6% | $9,540-97.9% |