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 | $105,393 | $99,341+6.1% | $84,750+24.4% | $273,961-61.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -3.82% | 22.93%-26.7pp | 22.78%-26.6pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,952 | $4,214-53.7% | $3,574-45.4% | $4,869-59.9% |
| Participant deferral / active EE | $9,000 | $4,269+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |