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 | $21,841 | $50,958-57.1% | $74,550-70.7% | $64,186-66.0% |
| Participation rate | 68.1% | 61.1%+7.1pp | 69.1%-1.0pp | 69.6%-1.5pp |
| Annual return | -9.68% | -1.86%-7.8pp | 32.53%-42.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $803 | $1,115-28.0% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $1,926 | $2,301-16.3% | $3,108-38.0% | $3,470-44.5% |
| Admin fee / account holder | $131 | $4,223-96.9% | $5,060-97.4% | $4,888-97.3% |