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 | $35,480 | $54,726-35.2% | $68,793-48.4% | $64,186-44.7% |
| Participation rate | 33.3% | 68.0%-34.7pp | 72.2%-38.9pp | 69.6%-36.2pp |
| Annual return | -7.90% | -1.62%-6.3pp | -4.63%-3.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,078 | $2,626-58.9% | $3,311-67.4% | $3,470-68.9% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |