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 | $31,866 | $78,672-59.5% | $109,143-70.8% | $85,850-62.9% |
| Participation rate | 58.3% | 68.3%-9.9pp | 75.9%-17.5pp | 69.3%-11.0pp |
| Annual return | -42.56% | 25.09%-67.6pp | 25.75%-68.3pp | 318.53%-361.1pp |
| Employer contribution / active EE | $816 | $2,735-70.2% | $3,722-78.1% | $2,565-68.2% |
| Participant deferral / active EE | $2,483 | $3,467-28.4% | $4,653-46.6% | $3,952-37.2% |
| Admin fee / account holder | $264 | $5,469-95.2% | $6,752-96.1% | $6,260-95.8% |