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 | $84,803 | $154,117-45.0% | $129,995-34.8% | $139,434-39.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 5.90% | 32.48%-26.6pp | -137.18%+143.1pp | 372.94%-367.0pp |
| Employer contribution / active EE | $1,471 | $5,289-72.2% | $4,320-65.9% | $4,751-69.0% |
| Participant deferral / active EE | $2,900 | $6,710-56.8% | $5,820-50.2% | $6,710-56.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |