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 | $78,897 | $142,344-44.6% | $119,609-34.0% | $134,475-41.3% |
| Participation rate | 34.8% | 82.8%-48.0pp | 79.3%-44.5pp | 81.2%-46.4pp |
| Annual return | -27.13% | -12.44%-14.7pp | -14.97%-12.2pp | 417.96%-445.1pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,062 | $6,469-68.1% | $5,602-63.2% | $6,400-67.8% |
| Admin fee / account holder | $272 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |