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 | $30,330 | $167,307-81.9% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -33.40% | 0.46%-33.9pp | -0.04%-33.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $1,440 | $5,619-74.4% | $4,951-70.9% | $4,740-69.6% |
| Participant deferral / active EE | $3,861 | $6,446-40.1% | $5,637-31.5% | $6,400-39.7% |
| Admin fee / account holder | $250 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |