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 | $158,693 | $121,625+30.5% | $104,607+51.7% | $158,922-0.1% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | -5.97% | 465.26%-471.2pp | 340.46%-346.4pp | 302.83%-308.8pp |
| Employer contribution / active EE | $521 | $3,163-83.5% | $2,681-80.5% | $4,761-89.0% |
| Participant deferral / active EE | $4,755 | $4,177+13.8% | $3,740+27.2% | $5,982-20.5% |
| Admin fee / account holder | $181 | $7,787-97.7% | $6,473-97.2% | $11,246-98.4% |