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 | $26,004 | $56,484-54.0% | $169,463-84.7% | $64,186-59.5% |
| Participation rate | 52.9% | 64.5%-11.6pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | -11.05% | -1.55%-9.5pp | 1.83%-12.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,787 | $1,832-2.5% | $4,159-57.0% | $2,381-24.9% |
| Participant deferral / active EE | $3,996 | $3,448+15.9% | $5,277-24.3% | $3,470+15.2% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |