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 | $73,564 | $95,862-23.3% | $79,550-7.5% | $134,475-45.3% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -23.36% | -2.69%-20.7pp | 0.16%-23.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $691 | $3,128-77.9% | $2,413-71.4% | $4,740-85.4% |
| Participant deferral / active EE | $1,455 | $4,693-69.0% | $3,985-63.5% | $6,400-77.3% |
| Admin fee / account holder | $187 | $9,126-97.9% | $6,832-97.3% | $11,426-98.4% |