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 | $27,678 | $211,958-86.9% | $169,463-83.7% | $135,375-79.6% |
| Participation rate | 64.3% | 82.6%-18.3pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -9.88% | 3.26%-13.1pp | 1.83%-11.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,129 | $5,120-77.9% | $4,159-72.8% | $4,779-76.4% |
| Participant deferral / active EE | $1,811 | $6,075-70.2% | $5,277-65.7% | $5,609-67.7% |
| Admin fee / account holder | $281 | $11,471-97.5% | $9,109-96.9% | $10,827-97.4% |