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 | $74,553 | $197,591-62.3% | $177,821-58.1% | $158,922-53.1% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | -2.04% | 58.76%-60.8pp | 48.32%-50.4pp | 302.83%-304.9pp |
| Employer contribution / active EE | $1,861 | $6,697-72.2% | $5,918-68.6% | $4,761-60.9% |
| Participant deferral / active EE | $9,303 | $8,405+10.7% | $7,714+20.6% | $5,982+55.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |