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 | $20,749 | $149,040-86.1% | $120,225-82.7% | $137,256-84.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 2.63% | 605.68%-603.1pp | 439.23%-436.6pp | 220.34%-217.7pp |
| Employer contribution / active EE | $1,246 | $4,350-71.4% | $3,475-64.1% | $4,156-70.0% |
| Participant deferral / active EE | $3,580 | $4,655-23.1% | $3,999-10.5% | $6,407-44.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |