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 | $47,883 | $92,222-48.1% | $76,768-37.6% | $135,375-64.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -13.47% | 5.46%-18.9pp | 2.43%-15.9pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,093 | $3,216-66.0% | $2,485-56.0% | $4,779-77.1% |
| Participant deferral / active EE | $2,568 | $4,509-43.0% | $3,852-33.3% | $5,609-54.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |