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 | $69,908 | $106,115-34.1% | $85,969-18.7% | $125,391-44.2% |
| Participation rate | 10.5% | 84.1%-73.5pp | 76.5%-66.0pp | 83.2%-72.7pp |
| Annual return | -26.56% | 13.93%-40.5pp | 9.32%-35.9pp | 282.22%-308.8pp |
| Employer contribution / active EE | $893 | $4,537-80.3% | $3,474-74.3% | $4,866-81.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |