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 | $23,217 | $42,383-45.2% | $76,523-69.7% | $64,186-63.8% |
| Participation rate | 35.3% | 58.1%-22.8pp | 68.0%-32.7pp | 69.6%-34.3pp |
| Annual return | -10.77% | -16.54%+5.8pp | -0.27%-10.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $836 | $2,566-67.4% | $3,835-78.2% | $3,470-75.9% |
| Admin fee / account holder | $18 | $3,198-99.4% | $4,848-99.6% | $4,888-99.6% |