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 | $40,134 | $49,177-18.4% | $79,464-49.5% | $64,186-37.5% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.6pp | 69.6%-8.9pp |
| Annual return | -8.50% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $474 | $2,076-77.2% | $2,800-83.1% | $2,381-80.1% |
| Participant deferral / active EE | $2,385 | $2,821-15.5% | $3,704-35.6% | $3,470-31.3% |
| Admin fee / account holder | $159 | $3,839-95.8% | $5,113-96.9% | $4,888-96.7% |