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 | $94,697 | $131,829-28.2% | $108,579-12.8% | $273,961-65.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 0.93% | -91.57%+92.5pp | -51.70%+52.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $9,398 | $4,912+91.3% | $3,758+150.1% | $4,869+93.0% |
| Participant deferral / active EE | $14,000 | $5,127+173.1% | $4,311+224.8% | $5,287+164.8% |
| Admin fee / account holder | $90 | $10,252-99.1% | $7,645-98.8% | $10,132-99.1% |