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 | $22,969 | $99,341-76.9% | $84,750-72.9% | $273,961-91.6% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | -2.62% | 22.93%-25.5pp | 22.78%-25.4pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,306 | $4,214-69.0% | $3,574-63.5% | $4,869-73.2% |
| Participant deferral / active EE | $1,552 | $4,269-63.6% | $3,712-58.2% | $5,287-70.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |