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 | $23,308 | $211,958-89.0% | $169,463-86.2% | $135,375-82.8% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -9.81% | 3.26%-13.1pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $848 | $5,120-83.4% | $4,159-79.6% | $4,779-82.3% |
| Participant deferral / active EE | $1,057 | $6,075-82.6% | $5,277-80.0% | $5,609-81.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |