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 | $46,969 | $42,894+9.5% | $60,874-22.8% | $68,494-31.4% |
| Participation rate | 65.1% | 66.8%-1.7pp | 73.1%-8.0pp | 67.9%-2.8pp |
| Annual return | -21.62% | -13.98%-7.6pp | 16.90%-38.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $3,577 | $1,978+80.8% | $2,701+32.4% | $2,596+37.8% |
| Participant deferral / active EE | $3,652 | $2,867+27.4% | $3,817-4.3% | $4,027-9.3% |
| Admin fee / account holder | $28 | $3,101-99.1% | $3,224-99.1% | $5,403-99.5% |