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 | $51,417 | $175,202-70.7% | $149,673-65.6% | $139,434-63.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -0.32% | 166.71%-167.0pp | 134.42%-134.7pp | 372.94%-373.3pp |
| Employer contribution / active EE | $2,761 | $5,474-49.6% | $4,818-42.7% | $4,751-41.9% |
| Participant deferral / active EE | $10,926 | $6,519+67.6% | $5,680+92.4% | $6,710+62.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |