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 | $13,187 | $49,280-73.2% | $67,313-80.4% | $64,186-79.5% |
| Participation rate | 21.4% | 60.8%-39.4pp | 69.1%-47.7pp | 69.6%-48.1pp |
| Annual return | -11.69% | -1.39%-10.3pp | -4.08%-7.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $369 | $1,668-77.9% | $2,566-85.6% | $2,381-84.5% |
| Participant deferral / active EE | $957 | $2,484-61.5% | $3,568-73.2% | $3,470-72.4% |
| Admin fee / account holder | $130 | $3,863-96.6% | $4,507-97.1% | $4,888-97.3% |