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 | $98,796 | $92,222+7.1% | $76,768+28.7% | $135,375-27.0% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -11.46% | 5.46%-16.9pp | 2.43%-13.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $940 | $3,216-70.8% | $2,485-62.2% | $4,779-80.3% |
| Participant deferral / active EE | $4,768 | $4,509+5.8% | $3,852+23.8% | $5,609-15.0% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |