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 | $74,455 | $62,586+19.0% | $76,768-3.0% | $64,186+16.0% |
| Participation rate | 64.9% | 72.8%-8.0pp | 77.0%-12.1pp | 69.6%-4.7pp |
| Annual return | -8.12% | -1.95%-6.2pp | 2.43%-10.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,460 | $1,832-20.3% | $2,485-41.3% | $2,381-38.7% |
| Participant deferral / active EE | $3,678 | $3,145+17.0% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |