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 | $29,075 | $54,726-46.9% | $68,793-57.7% | $64,186-54.7% |
| Participation rate | 44.8% | 68.0%-23.2pp | 72.2%-27.4pp | 69.6%-24.7pp |
| Annual return | -8.70% | -1.62%-7.1pp | -4.63%-4.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $690 | $1,846-62.6% | $2,625-73.7% | $2,381-71.0% |
| Participant deferral / active EE | $2,379 | $2,626-9.4% | $3,311-28.2% | $3,470-31.4% |
| Admin fee / account holder | $203 | $4,027-95.0% | $5,131-96.0% | $4,888-95.8% |