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 3-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 | $59,634 | $57,016+4.6% | $84,966-29.8% | $80,856-26.2% |
| Participation rate | 18.5% | 56.3%-37.8pp | 67.5%-49.0pp | 67.6%-49.1pp |
| Annual return | -0.27% | 21.66%-21.9pp | 66.38%-66.7pp | 35.59%-35.9pp |
| Employer contribution / active EE | $1,006 | $1,798-44.0% | $2,727-63.1% | $2,755-63.5% |
| Participant deferral / active EE | $3,623 | $3,110+16.5% | $4,519-19.8% | $4,296-15.7% |
| Admin fee / account holder | $14 | $4,980-99.7% | $6,149-99.8% | $6,918-99.8% |