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 | $57,195 | $167,307-65.8% | $143,757-60.2% | $134,475-57.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.13% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,786 | $5,619-50.4% | $4,951-43.7% | $4,740-41.2% |
| Participant deferral / active EE | $7,026 | $6,446+9.0% | $5,637+24.6% | $6,400+9.8% |
| Admin fee / account holder | $284 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |