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 | $16,571 | $85,790-80.7% | $67,313-75.4% | $135,375-87.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -9.73% | -0.54%-9.2pp | -4.08%-5.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $892 | $3,487-74.4% | $2,566-65.3% | $4,779-81.3% |
| Participant deferral / active EE | $1,842 | $4,651-60.4% | $3,568-48.4% | $5,609-67.2% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |