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 | $12,140 | $95,193-87.2% | $76,523-84.1% | $135,375-91.0% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -11.21% | 4.85%-16.1pp | -0.27%-10.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,190 | $3,302-64.0% | $2,647-55.1% | $4,779-75.1% |
| Participant deferral / active EE | $2,187 | $4,639-52.9% | $3,835-43.0% | $5,609-61.0% |
| Admin fee / account holder | $177 | $6,249-97.2% | $4,848-96.4% | $10,827-98.4% |