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 | $8,146 | $32,117-74.6% | $71,086-88.5% | $64,186-87.3% |
| Participation rate | 55.9% | 42.7%+13.2pp | 54.7%+1.2pp | 69.6%-13.7pp |
| Annual return | -10.17% | -5.57%-4.6pp | 650.59%-660.8pp | 7.63%-17.8pp |
| Employer contribution / active EE | $828 | $712+16.2% | $1,088-23.9% | $2,381-65.2% |
| Participant deferral / active EE | $1,273 | $1,263+0.8% | $1,874-32.1% | $3,470-63.3% |
| Admin fee / account holder | $191 | $2,759-93.1% | $3,082-93.8% | $4,888-96.1% |