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 | $48,986 | $113,935-57.0% | $94,224-48.0% | $125,391-60.9% |
| Participation rate | 25.0% | 82.9%-57.9pp | 78.8%-53.8pp | 83.2%-58.2pp |
| Annual return | -7.80% | 5.29%-13.1pp | 10.68%-18.5pp | 282.22%-290.0pp |
| Employer contribution / active EE | $3,192 | $4,727-32.5% | $3,587-11.0% | $4,866-34.4% |
| Participant deferral / active EE | $6,579 | $5,179+27.0% | $4,320+52.3% | $5,352+22.9% |
| Admin fee / account holder | $58 | $8,391-99.3% | $6,269-99.1% | $9,540-99.4% |