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 | $67,455 | $69,518-3.0% | $59,878+12.7% | $135,375-50.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -10.55% | 7.94%-18.5pp | 3.46%-14.0pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,106 | $3,235-65.8% | $2,722-59.4% | $4,779-76.9% |
| Participant deferral / active EE | $8,108 | $4,206+92.8% | $3,402+138.3% | $5,609+44.6% |
| Admin fee / account holder | -$66 | $5,734-101.1% | $3,590-101.8% | $10,827-100.6% |