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 | $101,501 | $87,540+15.9% | $75,781+33.9% | $125,391-19.1% |
| Participation rate | 46.2% | 80.2%-34.0pp | 75.8%-29.7pp | 83.2%-37.0pp |
| Annual return | -4.25% | 13.48%-17.7pp | 9.68%-13.9pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,236 | $3,930-68.6% | $3,323-62.8% | $4,866-74.6% |
| Participant deferral / active EE | $2,670 | $4,229-36.9% | $3,651-26.9% | $5,352-50.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |