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 | $85,177 | $154,117-44.7% | $129,995-34.5% | $139,434-38.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | -6.07% | 32.48%-38.5pp | -137.18%+131.1pp | 372.94%-379.0pp |
| Employer contribution / active EE | $1,103 | $5,289-79.1% | $4,320-74.5% | $4,751-76.8% |
| Participant deferral / active EE | $2,207 | $6,710-67.1% | $5,820-62.1% | $6,710-67.1% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |