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 | $47,627 | $133,958-64.4% | $112,228-57.6% | $134,475-64.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.72% | 47.11%-67.8pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,093 | $4,038-72.9% | $3,635-69.9% | $4,740-76.9% |
| Participant deferral / active EE | $5,780 | $5,291+9.3% | $4,728+22.3% | $6,400-9.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |