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 | $64,259 | $77,813-17.4% | $123,544-48.0% | $64,186+0.1% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -10.31% | 12.48%-22.8pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,562 | $3,014-48.2% | $4,628-66.2% | $2,381-34.4% |
| Participant deferral / active EE | $4,214 | $5,240-19.6% | $6,426-34.4% | $3,470+21.5% |
| Admin fee / account holder | $47 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |