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 | $16,778 | $59,805-71.9% | $79,550-78.9% | $68,494-75.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -23.03% | -12.30%-10.7pp | 0.16%-23.2pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,358 | $1,505-9.8% | $2,413-43.7% | $2,596-47.7% |
| Participant deferral / active EE | $2,056 | $3,024-32.0% | $3,985-48.4% | $4,027-48.9% |
| Admin fee / account holder | $98 | $4,835-98.0% | $6,832-98.6% | $5,403-98.2% |