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 | $19,287 | $48,364-60.1% | $71,796-73.1% | $62,891-69.3% |
| Participation rate | 46.2% | 60.6%-14.5pp | 69.1%-23.0pp | 69.3%-23.2pp |
| Annual return | -2.37% | 13.16%-15.5pp | 78.04%-80.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,065 | $2,091-49.1% | $2,794-61.9% | $3,203-66.8% |
| Admin fee / account holder | $4 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |