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 | $22,256 | $93,346-76.2% | $71,796-69.0% | $273,961-91.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | -0.95% | 130.39%-131.3pp | 78.04%-79.0pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,420 | $2,733-48.0% | $1,924-26.2% | $4,869-70.8% |
| Participant deferral / active EE | $2,485 | $3,475-28.5% | $2,794-11.1% | $5,287-53.0% |
| Admin fee / account holder | $13 | $6,571-99.8% | $4,815-99.7% | $10,132-99.9% |