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 | $27,382 | $58,208-53.0% | $81,812-66.5% | $80,856-66.1% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.3%-20.5pp | 67.6%-15.8pp |
| Annual return | 0.64% | 41.66%-41.0pp | 773.79%-773.1pp | 35.59%-35.0pp |
| Employer contribution / active EE | $1,133 | $2,340-51.6% | $2,912-61.1% | $2,755-58.9% |
| Participant deferral / active EE | $2,077 | $3,281-36.7% | $4,319-51.9% | $4,296-51.7% |
| Admin fee / account holder | $153 | $4,981-96.9% | $7,386-97.9% | $6,918-97.8% |