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 | $38,067 | $77,813-51.1% | $123,544-69.2% | $64,186-40.7% |
| Participation rate | 36.0% | 74.7%-38.7pp | 82.3%-46.3pp | 69.6%-33.6pp |
| Annual return | -9.60% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,117 | $3,014-62.9% | $4,628-75.9% | $2,381-53.1% |
| Participant deferral / active EE | $2,959 | $5,240-43.5% | $6,426-53.9% | $3,470-14.7% |
| Admin fee / account holder | $260 | $5,519-95.3% | $9,284-97.2% | $4,888-94.7% |