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 | $22,004 | $49,177-55.3% | $79,464-72.3% | $64,186-65.7% |
| Participation rate | 56.8% | 65.0%-8.2pp | 73.3%-16.5pp | 69.6%-12.8pp |
| Annual return | -8.88% | -1.16%-7.7pp | 718.14%-727.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,271 | $2,076-38.8% | $2,800-54.6% | $2,381-46.6% |
| Participant deferral / active EE | $5,485 | $2,821+94.4% | $3,704+48.1% | $3,470+58.1% |
| Admin fee / account holder | $296 | $3,839-92.3% | $5,113-94.2% | $4,888-93.9% |