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 | $18,527 | $49,177-62.3% | $79,464-76.7% | $64,186-71.1% |
| Participation rate | 58.3% | 65.0%-6.7pp | 73.3%-15.0pp | 69.6%-11.2pp |
| Annual return | -9.32% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,851 | $2,821+107.4% | $3,704+58.0% | $3,470+68.7% |
| Admin fee / account holder | $271 | $3,839-92.9% | $5,113-94.7% | $4,888-94.4% |