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 | $38,599 | $90,503-57.4% | $78,689-50.9% | $273,961-85.9% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | -0.96% | 75.60%-76.6pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,240 | $3,901-42.6% | $3,517-36.3% | $5,287-57.6% |
| Admin fee / account holder | $50 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |