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 | $12,601 | $152,509-91.7% | $117,472-89.3% | $134,475-90.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -24.09% | 52.99%-77.1pp | 29.74%-53.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $672 | $5,571-87.9% | $4,176-83.9% | $4,740-85.8% |
| Participant deferral / active EE | $672 | $4,818-86.1% | $4,070-83.5% | $6,400-89.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |