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 | $59,052 | $113,935-48.2% | $94,224-37.3% | $125,391-52.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -8.63% | 5.29%-13.9pp | 10.68%-19.3pp | 282.22%-290.9pp |
| Employer contribution / active EE | $6,729 | $4,727+42.4% | $3,587+87.6% | $4,866+38.3% |
| Participant deferral / active EE | $10,667 | $5,179+106.0% | $4,320+146.9% | $5,352+99.3% |
| Admin fee / account holder | $45 | $8,391-99.5% | $6,269-99.3% | $9,540-99.5% |