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 | $23,874 | $54,726-56.4% | $68,793-65.3% | $64,186-62.8% |
| Participation rate | 20.3% | 68.0%-47.7pp | 72.2%-51.9pp | 69.6%-49.2pp |
| Annual return | -10.04% | -1.62%-8.4pp | -4.63%-5.4pp | 7.63%-17.7pp |
| Employer contribution / active EE | $497 | $1,846-73.1% | $2,625-81.1% | $2,381-79.1% |
| Participant deferral / active EE | $1,041 | $2,626-60.4% | $3,311-68.6% | $3,470-70.0% |
| Admin fee / account holder | $78 | $4,027-98.1% | $5,131-98.5% | $4,888-98.4% |