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 | $49,078 | $73,867-33.6% | $143,757-65.9% | $68,494-28.3% |
| Participation rate | 32.3% | 66.7%-34.3pp | 80.3%-48.0pp | 67.9%-35.6pp |
| Annual return | -20.68% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,059 | $3,184-66.7% | $4,951-78.6% | $2,596-59.2% |
| Participant deferral / active EE | $1,235 | $3,384-63.5% | $5,637-78.1% | $4,027-69.3% |
| Admin fee / account holder | $129 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |