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 | $12,030 | $43,327-72.2% | $59,878-79.9% | $64,186-81.3% |
| Participation rate | 58.5% | 69.2%-10.7pp | 74.7%-16.2pp | 69.6%-11.1pp |
| Annual return | -8.29% | -1.55%-6.7pp | 3.46%-11.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $438 | $2,028-78.4% | $2,722-83.9% | $2,381-81.6% |
| Participant deferral / active EE | $2,423 | $2,546-4.8% | $3,402-28.8% | $3,470-30.2% |
| Admin fee / account holder | $199 | $3,005-93.4% | $3,590-94.5% | $4,888-95.9% |