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 | $31,477 | $95,971-67.2% | $74,550-57.8% | $135,375-76.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -12.32% | 56.96%-69.3pp | 32.53%-44.8pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,716 | $2,716-36.8% | $1,961-12.5% | $4,779-64.1% |
| Participant deferral / active EE | $7,409 | $3,843+92.8% | $3,108+138.4% | $5,609+32.1% |
| Admin fee / account holder | $98 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |