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 | $78,684 | $209,411-62.4% | $178,490-55.9% | $158,922-50.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -5.91% | 188.75%-194.7pp | 151.07%-157.0pp | 302.83%-308.7pp |
| Employer contribution / active EE | $3,731 | $5,706-34.6% | $5,011-25.5% | $4,761-21.6% |
| Participant deferral / active EE | $3,511 | $5,954-41.0% | $5,202-32.5% | $5,982-41.3% |
| Admin fee / account holder | $85 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |