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 | $38,127 | $95,971-60.3% | $74,550-48.9% | $135,375-71.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -11.42% | 56.96%-68.4pp | 32.53%-44.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,107 | $2,716-22.4% | $1,961+7.5% | $4,779-55.9% |
| Participant deferral / active EE | $2,755 | $3,843-28.3% | $3,108-11.3% | $5,609-50.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |