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 | $46,837 | $67,331-30.4% | $60,874-23.1% | $134,475-65.2% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.1%-16.9pp | 81.2%-25.0pp |
| Annual return | -21.00% | 49.93%-70.9pp | 16.90%-37.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $834 | $3,096-73.1% | $2,701-69.1% | $4,740-82.4% |
| Participant deferral / active EE | $2,814 | $4,538-38.0% | $3,817-26.3% | $6,400-56.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |