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 | $65,292 | $83,337-21.7% | $67,834-3.7% | $273,961-76.2% |
| Participation rate | 30.0% | 76.4%-46.4pp | 68.8%-38.8pp | 83.0%-53.0pp |
| Annual return | -6.58% | 259.45%-266.0pp | 138.47%-145.1pp | 41.45%-48.0pp |
| Employer contribution / active EE | $962 | $3,287-70.7% | $2,403-60.0% | $4,869-80.2% |
| Participant deferral / active EE | $3,006 | $4,088-26.5% | $3,160-4.9% | $5,287-43.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |