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 | $34,740 | $59,805-41.9% | $79,550-56.3% | $68,494-49.3% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -21.28% | -12.30%-9.0pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $564 | $1,505-62.5% | $2,413-76.6% | $2,596-78.3% |
| Participant deferral / active EE | $3,567 | $3,024+18.0% | $3,985-10.5% | $4,027-11.4% |
| Admin fee / account holder | $71 | $4,835-98.5% | $6,832-99.0% | $5,403-98.7% |