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 | $50,371 | $140,940-64.3% | $112,229-55.1% | $139,434-63.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | -7.58% | 32.71%-40.3pp | 30.20%-37.8pp | 372.94%-380.5pp |
| Employer contribution / active EE | $955 | $4,283-77.7% | $3,430-72.2% | $4,751-79.9% |
| Participant deferral / active EE | $2,282 | $5,874-61.1% | $4,798-52.4% | $6,710-66.0% |
| Admin fee / account holder | $3 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |