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 | $75,902 | $167,307-54.6% | $143,757-47.2% | $134,475-43.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -26.15% | 0.46%-26.6pp | -0.04%-26.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,899 | $5,619-66.2% | $4,951-61.6% | $4,740-59.9% |
| Participant deferral / active EE | $4,908 | $6,446-23.9% | $5,637-12.9% | $6,400-23.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |