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 | $40,388 | $90,503-55.4% | $78,689-48.7% | $273,961-85.3% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | -1.48% | 75.60%-77.1pp | 62.18%-63.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $781 | $3,176-75.4% | $2,851-72.6% | $4,869-84.0% |
| Participant deferral / active EE | $2,055 | $3,901-47.3% | $3,517-41.6% | $5,287-61.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |