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 | $24,077 | $56,484-57.4% | $169,463-85.8% | $64,186-62.5% |
| Participation rate | 52.0% | 64.5%-12.5pp | 77.8%-25.8pp | 69.6%-17.6pp |
| Annual return | -9.25% | -1.55%-7.7pp | 1.83%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,806 | $1,832-1.5% | $4,159-56.6% | $2,381-24.2% |
| Participant deferral / active EE | $4,361 | $3,448+26.5% | $5,277-17.3% | $3,470+25.7% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |