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 | $139,056 | $165,335-15.9% | $149,696-7.1% | $158,922-12.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -1.51% | 348.15%-349.7pp | 276.60%-278.1pp | 302.83%-304.3pp |
| Employer contribution / active EE | $1,966 | $5,103-61.5% | $4,644-57.7% | $4,761-58.7% |
| Participant deferral / active EE | $10,469 | $7,181+45.8% | $6,842+53.0% | $5,982+75.0% |
| Admin fee / account holder | $125 | $10,807-98.8% | $9,309-98.7% | $11,246-98.9% |