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 | $14,670 | $83,337-82.4% | $67,834-78.4% | $273,961-94.6% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | -2.16% | 259.45%-261.6pp | 138.47%-140.6pp | 41.45%-43.6pp |
| Employer contribution / active EE | $953 | $3,287-71.0% | $2,403-60.3% | $4,869-80.4% |
| Participant deferral / active EE | $7,369 | $4,088+80.3% | $3,160+133.2% | $5,287+39.4% |
| Admin fee / account holder | $287 | $6,752-95.7% | $4,622-93.8% | $10,132-97.2% |