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 | $21,378 | $69,518-69.2% | $59,878-64.3% | $135,375-84.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -11.94% | 7.94%-19.9pp | 3.46%-15.4pp | 519.73%-531.7pp |
| Employer contribution / active EE | $934 | $3,235-71.1% | $2,722-65.7% | $4,779-80.5% |
| Participant deferral / active EE | $1,224 | $4,206-70.9% | $3,402-64.0% | $5,609-78.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |