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 | $39,474 | $50,958-22.5% | $74,550-47.1% | $64,186-38.5% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.6pp | 69.6%-41.0pp |
| Annual return | -8.08% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,156 | $2,301-49.8% | $3,108-62.8% | $3,470-66.7% |
| Admin fee / account holder | $55 | $4,223-98.7% | $5,060-98.9% | $4,888-98.9% |