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 | $54,095 | $82,664-34.6% | $125,339-56.8% | $68,494-21.0% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,559 | $3,381-24.3% | $4,814-46.8% | $2,596-1.4% |
| Participant deferral / active EE | $7,628 | $6,110+24.8% | $7,446+2.4% | $4,027+89.4% |
| Admin fee / account holder | $105 | $6,275-98.3% | $10,010-99.0% | $5,403-98.1% |