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 | $89,484 | $77,813+15.0% | $123,544-27.6% | $64,186+39.4% |
| Participation rate | 41.2% | 74.7%-33.5pp | 82.3%-41.1pp | 69.6%-28.4pp |
| Annual return | -11.63% | 12.48%-24.1pp | 119.20%-130.8pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,421 | $3,014-52.9% | $4,628-69.3% | $2,381-40.3% |
| Participant deferral / active EE | $2,655 | $5,240-49.3% | $6,426-58.7% | $3,470-23.5% |
| Admin fee / account holder | $279 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |