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 | $100,603 | $110,094-8.6% | $151,611-33.6% | $68,494+46.9% |
| Participation rate | 48.1% | 84.0%-35.8pp | 87.5%-39.3pp | 67.9%-19.7pp |
| Annual return | -23.25% | -10.12%-13.1pp | 3.33%-26.6pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,928 | $4,471-56.9% | $6,166-68.7% | $2,596-25.7% |
| Participant deferral / active EE | $3,424 | $6,527-47.6% | $8,363-59.1% | $4,027-15.0% |
| Admin fee / account holder | $245 | $7,719-96.8% | $11,616-97.9% | $5,403-95.5% |