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 | $23,987 | $73,867-67.5% | $143,757-83.3% | $68,494-65.0% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -20.87% | 1.01%-21.9pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,795 | $3,184-43.6% | $4,951-63.7% | $2,596-30.9% |
| Participant deferral / active EE | $2,992 | $3,384-11.6% | $5,637-46.9% | $4,027-25.7% |
| Admin fee / account holder | $279 | $5,755-95.1% | $14,673-98.1% | $5,403-94.8% |