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 | $11,917 | $95,862-87.6% | $79,550-85.0% | $134,475-91.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -22.43% | -2.69%-19.7pp | 0.16%-22.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $798 | $3,128-74.5% | $2,413-66.9% | $4,740-83.2% |
| Participant deferral / active EE | $2,973 | $4,693-36.6% | $3,985-25.4% | $6,400-53.5% |
| Admin fee / account holder | $67 | $9,126-99.3% | $6,832-99.0% | $11,426-99.4% |