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 | $92,265 | $73,004+26.4% | $90,749+1.7% | $68,494+34.7% |
| Participation rate | 46.3% | 70.8%-24.5pp | 75.7%-29.3pp | 67.9%-21.5pp |
| Annual return | -23.24% | -13.81%-9.4pp | -12.16%-11.1pp | -7.84%-15.4pp |
| Employer contribution / active EE | $855 | $2,193-61.0% | $2,921-70.7% | $2,596-67.1% |
| Participant deferral / active EE | $2,781 | $3,627-23.3% | $4,564-39.1% | $4,027-31.0% |
| Admin fee / account holder | $282 | $5,896-95.2% | $8,445-96.7% | $5,403-94.8% |