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 | $105,443 | $167,307-37.0% | $143,757-26.7% | $134,475-21.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -29.01% | 0.46%-29.5pp | -0.04%-29.0pp | 417.96%-447.0pp |
| Employer contribution / active EE | $1,812 | $5,619-67.8% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $4,058 | $6,446-37.0% | $5,637-28.0% | $6,400-36.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |