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 | $88,176 | $95,862-8.0% | $79,550+10.8% | $134,475-34.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -24.01% | -2.69%-21.3pp | 0.16%-24.2pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,384 | $3,128-23.8% | $2,413-1.2% | $4,740-49.7% |
| Participant deferral / active EE | $8,276 | $4,693+76.4% | $3,985+107.7% | $6,400+29.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |