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 | $37,552 | $50,958-26.3% | $74,550-49.6% | $64,186-41.5% |
| Participation rate | 65.6% | 61.1%+4.6pp | 69.1%-3.5pp | 69.6%-3.9pp |
| Annual return | -8.13% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $859 | $1,115-23.0% | $1,961-56.2% | $2,381-63.9% |
| Participant deferral / active EE | $3,232 | $2,301+40.4% | $3,108+4.0% | $3,470-6.9% |
| Admin fee / account holder | $155 | $4,223-96.3% | $5,060-96.9% | $4,888-96.8% |