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 | $75,350 | $138,065-45.4% | $123,544-39.0% | $135,375-44.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.52% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,807 | $5,151-26.1% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $7,402 | $6,799+8.9% | $6,426+15.2% | $5,609+32.0% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |