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 | $37,661 | $90,503-58.4% | $78,689-52.1% | $273,961-86.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | -1.27% | 75.60%-76.9pp | 62.18%-63.4pp | 41.45%-42.7pp |
| Employer contribution / active EE | $4,690 | $3,176+47.7% | $2,851+64.5% | $4,869-3.7% |
| Participant deferral / active EE | $7,763 | $3,901+99.0% | $3,517+120.7% | $5,287+46.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |