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 | $62,823 | $52,681+19.3% | $75,781-17.1% | $59,632+5.4% |
| Participation rate | 53.7% | 67.2%-13.6pp | 75.8%-22.2pp | 68.7%-15.0pp |
| Annual return | -3.30% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,973 | $2,591-23.8% | $3,651-46.0% | $3,192-38.2% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |