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 | $53,343 | $92,222-42.2% | $76,768-30.5% | $135,375-60.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -9.34% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,544 | $3,216-52.0% | $2,485-37.9% | $4,779-67.7% |
| Participant deferral / active EE | $2,200 | $4,509-51.2% | $3,852-42.9% | $5,609-60.8% |
| Admin fee / account holder | $1 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |