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 | $61,004 | $140,588-56.6% | $123,104-50.4% | $125,391-51.3% |
| Participation rate | 44.4% | 88.2%-43.8pp | 86.8%-42.3pp | 83.2%-38.7pp |
| Annual return | -4.09% | 16.80%-20.9pp | 13.22%-17.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,320 | $6,041-61.6% | $5,151-55.0% | $4,866-52.3% |
| Participant deferral / active EE | $4,098 | $6,980-41.3% | $6,230-34.2% | $5,352-23.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |