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 | $22,587 | $107,791-79.0% | $90,645-75.1% | $135,375-83.3% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -10.17% | -0.90%-9.3pp | 1.88%-12.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $748 | $3,018-75.2% | $2,532-70.4% | $4,779-84.3% |
| Participant deferral / active EE | $935 | $3,872-75.8% | $3,425-72.7% | $5,609-83.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |