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 | $24,892 | $57,354-56.6% | $83,848-70.3% | $64,186-61.2% |
| Participation rate | 52.7% | 68.6%-15.9pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | -8.73% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,041 | $2,545-59.1% | $3,631-71.3% | $2,381-56.3% |
| Participant deferral / active EE | $2,186 | $2,993-27.0% | $4,082-46.4% | $3,470-37.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |