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 | $43,447 | $77,813-44.2% | $123,544-64.8% | $64,186-32.3% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -9.15% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,974 | $3,014-34.5% | $4,628-57.3% | $2,381-17.1% |
| Participant deferral / active EE | $3,143 | $5,240-40.0% | $6,426-51.1% | $3,470-9.4% |
| Admin fee / account holder | $116 | $5,519-97.9% | $9,284-98.8% | $4,888-97.6% |