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 | $39,278 | $87,540-55.1% | $75,781-48.2% | $125,391-68.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.19% | 13.48%-18.7pp | 9.68%-14.9pp | 282.22%-287.4pp |
| Employer contribution / active EE | $3,129 | $3,930-20.4% | $3,323-5.9% | $4,866-35.7% |
| Participant deferral / active EE | $8,785 | $4,229+107.7% | $3,651+140.6% | $5,352+64.2% |
| Admin fee / account holder | $71 | $6,502-98.9% | $5,299-98.7% | $9,540-99.3% |