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 | $70,658 | $211,958-66.7% | $169,463-58.3% | $135,375-47.8% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.91% | 3.26%-13.2pp | 1.83%-11.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,027 | $5,120-79.9% | $4,159-75.3% | $4,779-78.5% |
| Participant deferral / active EE | $1,993 | $6,075-67.2% | $5,277-62.2% | $5,609-64.5% |
| Admin fee / account holder | $36 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |