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 | $69,780 | $95,862-27.2% | $79,550-12.3% | $134,475-48.1% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -27.86% | -2.69%-25.2pp | 0.16%-28.0pp | 417.96%-445.8pp |
| Employer contribution / active EE | $945 | $3,128-69.8% | $2,413-60.8% | $4,740-80.1% |
| Participant deferral / active EE | $2,206 | $4,693-53.0% | $3,985-44.6% | $6,400-65.5% |
| Admin fee / account holder | $47 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |