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 | $75,412 | $142,344-47.0% | $119,609-37.0% | $134,475-43.9% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -21.07% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,071 | $5,222-60.3% | $4,232-51.1% | $4,740-56.3% |
| Participant deferral / active EE | $3,761 | $6,469-41.9% | $5,602-32.9% | $6,400-41.2% |
| Admin fee / account holder | $11 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |