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 | $71,081 | $133,958-46.9% | $112,228-36.7% | $134,475-47.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -26.66% | 47.11%-73.8pp | 27.45%-54.1pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,279 | $4,038-68.3% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $6,141 | $5,291+16.1% | $4,728+29.9% | $6,400-4.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |