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 | $84,249 | $153,311-45.0% | $109,313-22.9% | $273,961-69.2% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | -9.02% | 29.86%-38.9pp | 22.07%-31.1pp | 41.45%-50.5pp |
| Employer contribution / active EE | $2,451 | $5,619-56.4% | $3,892-37.0% | $4,869-49.7% |
| Participant deferral / active EE | $4,360 | $3,932+10.9% | $3,166+37.7% | $5,287-17.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |