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 | $35,499 | $50,958-30.3% | $74,550-52.4% | $64,186-44.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -8.62% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,886 | $1,115+69.1% | $1,961-3.8% | $2,381-20.8% |
| Participant deferral / active EE | $4,238 | $2,301+84.1% | $3,108+36.4% | $3,470+22.1% |
| Admin fee / account holder | $272 | $4,223-93.6% | $5,060-94.6% | $4,888-94.4% |