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 | $48,742 | $57,354-15.0% | $83,848-41.9% | $64,186-24.1% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.5pp | 69.6%-1.9pp |
| Annual return | -8.98% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $670 | $2,545-73.7% | $3,631-81.5% | $2,381-71.9% |
| Participant deferral / active EE | $3,092 | $2,993+3.3% | $4,082-24.2% | $3,470-10.9% |
| Admin fee / account holder | $36 | $4,046-99.1% | $5,478-99.3% | $4,888-99.3% |