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 | $95,577 | $57,354+66.6% | $83,848+14.0% | $64,186+48.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -10.00% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,906 | $2,545-25.1% | $3,631-47.5% | $2,381-19.9% |
| Participant deferral / active EE | $5,011 | $2,993+67.4% | $4,082+22.8% | $3,470+44.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |