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 | $112,952 | $95,862+17.8% | $79,550+42.0% | $134,475-16.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.17% | -2.69%-18.5pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,501 | $3,128-20.1% | $2,413+3.6% | $4,740-47.2% |
| Participant deferral / active EE | $3,851 | $4,693-17.9% | $3,985-3.4% | $6,400-39.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |