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 | $19,815 | $54,350-63.5% | $82,719-76.0% | $68,494-71.1% |
| Participation rate | 54.7% | 63.9%-9.2pp | 72.6%-17.8pp | 67.9%-13.2pp |
| Annual return | -21.82% | -13.67%-8.1pp | 701.18%-723.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $782 | $2,218-64.7% | $3,009-74.0% | $2,596-69.9% |
| Participant deferral / active EE | $2,601 | $3,246-19.9% | $4,395-40.8% | $4,027-35.4% |
| Admin fee / account holder | $206 | $4,395-95.3% | $5,329-96.1% | $5,403-96.2% |