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 | $18,502 | $95,193-80.6% | $76,523-75.8% | $135,375-86.3% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -19.06% | 4.85%-23.9pp | -0.27%-18.8pp | 519.73%-538.8pp |
| Employer contribution / active EE | $986 | $3,302-70.1% | $2,647-62.7% | $4,779-79.4% |
| Participant deferral / active EE | $3,750 | $4,639-19.2% | $3,835-2.2% | $5,609-33.1% |
| Admin fee / account holder | $205 | $6,249-96.7% | $4,848-95.8% | $10,827-98.1% |