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 | $19,924 | $69,518-71.3% | $59,878-66.7% | $135,375-85.3% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.7%-65.2pp | 82.6%-73.1pp |
| Annual return | -11.06% | 7.94%-19.0pp | 3.46%-14.5pp | 519.73%-530.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $869 | $4,206-79.3% | $3,402-74.5% | $5,609-84.5% |
| Admin fee / account holder | $228 | $5,734-96.0% | $3,590-93.7% | $10,827-97.9% |