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 | $10,938 | $73,867-85.2% | $143,757-92.4% | $68,494-84.0% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -21.66% | 1.01%-22.7pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $552 | $3,184-82.7% | $4,951-88.8% | $2,596-78.7% |
| Participant deferral / active EE | $2,080 | $3,384-38.6% | $5,637-63.1% | $4,027-48.4% |
| Admin fee / account holder | $58 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |