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 | $54,721 | $167,307-67.3% | $143,757-61.9% | $134,475-59.3% |
| Participation rate | 58.8% | 84.8%-26.0pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -25.49% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,443 | $5,619-74.3% | $4,951-70.9% | $4,740-69.6% |
| Participant deferral / active EE | $5,126 | $6,446-20.5% | $5,637-9.1% | $6,400-19.9% |
| Admin fee / account holder | $23 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |