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 | $39,985 | $162,781-75.4% | $133,956-70.2% | $158,922-74.8% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | -1.00% | 41.94%-42.9pp | 45.09%-46.1pp | 302.83%-303.8pp |
| Employer contribution / active EE | $1,862 | $4,975-62.6% | $3,919-52.5% | $4,761-60.9% |
| Participant deferral / active EE | $3,903 | $5,911-34.0% | $5,048-22.7% | $5,982-34.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |