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 | $50,982 | $127,386-60.0% | $115,037-55.7% | $125,391-59.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.66% | 31.28%-35.9pp | 26.14%-30.8pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,130 | $5,166-58.8% | $4,608-53.8% | $4,866-56.2% |
| Participant deferral / active EE | $2,930 | $6,423-54.4% | $6,026-51.4% | $5,352-45.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |