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 | $77,161 | $82,032-5.9% | $123,104-37.3% | $59,632+29.4% |
| Participation rate | 63.4% | 83.2%-19.8pp | 86.8%-23.4pp | 68.7%-5.3pp |
| Annual return | -5.77% | 5.12%-10.9pp | 13.22%-19.0pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,933 | $4,667-15.7% | $6,230-36.9% | $3,192+23.2% |
| Admin fee / account holder | $19 | $5,881-99.7% | $9,015-99.8% | $4,297-99.6% |