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 | $38,803 | $76,000-48.9% | $154,107-74.8% | $64,186-39.5% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | -8.90% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $502 | $3,351-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $6,518 | $3,175+105.3% | $5,081+28.3% | $3,470+87.9% |
| Admin fee / account holder | $28 | $5,596-99.5% | $13,411-99.8% | $4,888-99.4% |