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 | $109,347 | $95,193+14.9% | $76,523+42.9% | $135,375-19.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.82% | 4.85%-16.7pp | -0.27%-11.5pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,589 | $3,302-51.9% | $2,647-40.0% | $4,779-66.7% |
| Participant deferral / active EE | $4,546 | $4,639-2.0% | $3,835+18.5% | $5,609-19.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |