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 | $180,447 | $73,867+144.3% | $143,757+25.5% | $68,494+163.4% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -20.19% | 1.01%-21.2pp | -0.04%-20.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,452 | $3,184-23.0% | $4,951-50.5% | $2,596-5.5% |
| Participant deferral / active EE | $5,513 | $3,384+62.9% | $5,637-2.2% | $4,027+36.9% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |