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 | $44,752 | $87,540-48.9% | $75,781-40.9% | $125,391-64.3% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | -5.04% | 13.48%-18.5pp | 9.68%-14.7pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,695 | $3,930-56.9% | $3,323-49.0% | $4,866-65.2% |
| Participant deferral / active EE | $4,882 | $4,229+15.4% | $3,651+33.7% | $5,352-8.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |