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 | $21,400 | $69,010-69.0% | $159,960-86.6% | $68,494-68.8% |
| Participation rate | 61.2% | 65.4%-4.2pp | 78.0%-16.7pp | 67.9%-6.7pp |
| Annual return | -21.11% | -9.65%-11.5pp | 408.60%-429.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,394 | $2,213-37.0% | $4,226-67.0% | $2,596-46.3% |
| Participant deferral / active EE | $3,400 | $4,212-19.3% | $6,182-45.0% | $4,027-15.6% |
| Admin fee / account holder | $181 | $4,798-96.2% | $8,698-97.9% | $5,403-96.6% |