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 | $18,774 | $49,280-61.9% | $67,313-72.1% | $64,186-70.8% |
| Participation rate | 69.6% | 60.8%+8.8pp | 69.1%+0.5pp | 69.6%0pp |
| Annual return | -8.67% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $644 | $1,668-61.4% | $2,566-74.9% | $2,381-73.0% |
| Participant deferral / active EE | $959 | $2,484-61.4% | $3,568-73.1% | $3,470-72.3% |
| Admin fee / account holder | $248 | $3,863-93.6% | $4,507-94.5% | $4,888-94.9% |