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 | $16,349 | $91,911-82.2% | $68,793-76.2% | $135,375-87.9% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -12.27% | -8.22%-4.0pp | -4.63%-7.6pp | 519.73%-532.0pp |
| Employer contribution / active EE | $3,710 | $3,924-5.5% | $2,625+41.3% | $4,779-22.4% |
| Participant deferral / active EE | $1,594 | $4,315-63.1% | $3,311-51.9% | $5,609-71.6% |
| Admin fee / account holder | $187 | $9,240-98.0% | $5,131-96.4% | $10,827-98.3% |