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 | $28,239 | $54,726-48.4% | $68,793-59.0% | $64,186-56.0% |
| Participation rate | 23.2% | 68.0%-44.8pp | 72.2%-49.0pp | 69.6%-46.4pp |
| Annual return | -8.39% | -1.62%-6.8pp | -4.63%-3.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $374 | $1,846-79.8% | $2,625-85.8% | $2,381-84.3% |
| Participant deferral / active EE | $1,163 | $2,626-55.7% | $3,311-64.9% | $3,470-66.5% |
| Admin fee / account holder | $104 | $4,027-97.4% | $5,131-98.0% | $4,888-97.9% |