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 | $34,628 | $92,222-62.5% | $76,768-54.9% | $135,375-74.4% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -10.76% | 5.46%-16.2pp | 2.43%-13.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,257 | $3,216-60.9% | $2,485-49.4% | $4,779-73.7% |
| Participant deferral / active EE | $3,844 | $4,509-14.7% | $3,852-0.2% | $5,609-31.5% |
| Admin fee / account holder | $259 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |