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 | $30,443 | $107,791-71.8% | $90,645-66.4% | $135,375-77.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -11.13% | -0.90%-10.2pp | 1.88%-13.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $859 | $3,018-71.6% | $2,532-66.1% | $4,779-82.0% |
| Participant deferral / active EE | $859 | $3,872-77.8% | $3,425-74.9% | $5,609-84.7% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |