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 | $60,313 | $89,355-32.5% | $141,162-57.3% | $72,985-17.4% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | -1.20% | 111.85%-113.0pp | 71.39%-72.6pp | 81.00%-82.2pp |
| Employer contribution / active EE | $1,755 | $3,114-43.7% | $4,735-62.9% | $2,440-28.1% |
| Participant deferral / active EE | $2,428 | $5,418-55.2% | $6,709-63.8% | $3,607-32.7% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |