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 | $55,677 | $95,862-41.9% | $79,550-30.0% | $134,475-58.6% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -22.69% | -2.69%-20.0pp | 0.16%-22.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,003 | $3,128-36.0% | $2,413-17.0% | $4,740-57.7% |
| Participant deferral / active EE | $5,338 | $4,693+13.7% | $3,985+33.9% | $6,400-16.6% |
| Admin fee / account holder | $121 | $9,126-98.7% | $6,832-98.2% | $11,426-98.9% |