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 | $25,725 | $92,222-72.1% | $76,768-66.5% | $135,375-81.0% |
| Participation rate | 59.1% | 79.8%-20.7pp | 77.0%-17.9pp | 82.6%-23.5pp |
| Annual return | -9.98% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,785 | $3,216-44.5% | $2,485-28.2% | $4,779-62.6% |
| Participant deferral / active EE | $2,676 | $4,509-40.7% | $3,852-30.5% | $5,609-52.3% |
| Admin fee / account holder | $160 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |