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 | $82,133 | $167,307-50.9% | $143,757-42.9% | $134,475-38.9% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -22.95% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,863 | $5,619-66.8% | $4,951-62.4% | $4,740-60.7% |
| Participant deferral / active EE | $3,912 | $6,446-39.3% | $5,637-30.6% | $6,400-38.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |