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 | $35,047 | $95,193-63.2% | $76,523-54.2% | $135,375-74.1% |
| Participation rate | 22.2% | 74.4%-52.2pp | 68.0%-45.8pp | 82.6%-60.4pp |
| Annual return | -11.26% | 4.85%-16.1pp | -0.27%-11.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,231 | $3,302-62.7% | $2,647-53.5% | $4,779-74.2% |
| Participant deferral / active EE | $1,893 | $4,639-59.2% | $3,835-50.6% | $5,609-66.3% |
| Admin fee / account holder | $133 | $6,249-97.9% | $4,848-97.3% | $10,827-98.8% |