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 | $59,051 | $135,635-56.5% | $110,238-46.4% | $135,375-56.4% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -10.17% | 513.19%-523.4pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,193 | $4,906-75.7% | $3,826-68.8% | $4,779-75.0% |
| Participant deferral / active EE | $3,364 | $5,506-38.9% | $4,672-28.0% | $5,609-40.0% |
| Admin fee / account holder | $257 | $11,457-97.8% | $8,547-97.0% | $10,827-97.6% |