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 | $79,045 | $93,346-15.3% | $71,796+10.1% | $273,961-71.1% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | -4.20% | 130.39%-134.6pp | 78.04%-82.2pp | 41.45%-45.7pp |
| Employer contribution / active EE | $818 | $2,733-70.1% | $1,924-57.5% | $4,869-83.2% |
| Participant deferral / active EE | $2,825 | $3,475-18.7% | $2,794+1.1% | $5,287-46.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |