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 | $70,060 | $202,432-65.4% | $169,368-58.6% | $139,434-49.8% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | -24.38% | 531.74%-556.1pp | 405.60%-430.0pp | 372.94%-397.3pp |
| Employer contribution / active EE | $688 | $4,692-85.3% | $4,013-82.9% | $4,751-85.5% |
| Participant deferral / active EE | $2,889 | $6,938-58.4% | $6,221-53.6% | $6,710-56.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |