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 | $93,970 | $92,222+1.9% | $76,768+22.4% | $135,375-30.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -9.64% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,451 | $3,216-54.9% | $2,485-41.6% | $4,779-69.6% |
| Participant deferral / active EE | $3,918 | $4,509-13.1% | $3,852+1.7% | $5,609-30.1% |
| Admin fee / account holder | $53 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |