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 | $63,826 | $76,738-16.8% | $56,411+13.1% | $145,922-56.3% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 1.37% | 2994.23%-2992.9pp | 1701.33%-1700.0pp | 561.29%-559.9pp |
| Employer contribution / active EE | $1,561 | $1,380+13.1% | $1,039+50.3% | $4,660-66.5% |
| Participant deferral / active EE | $1,872 | $2,623-28.6% | $1,952-4.1% | $6,688-72.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |