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 | $142,732 | $59,805+138.7% | $79,550+79.4% | $68,494+108.4% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -32.50% | -12.30%-20.2pp | 0.16%-32.7pp | -7.84%-24.7pp |
| Employer contribution / active EE | $1,664 | $1,505+10.6% | $2,413-31.1% | $2,596-35.9% |
| Participant deferral / active EE | $2,174 | $3,024-28.1% | $3,985-45.5% | $4,027-46.0% |
| Admin fee / account holder | $17 | $4,835-99.6% | $6,832-99.7% | $5,403-99.7% |