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 | $43,406 | $105,998-59.1% | $92,233-52.9% | $147,584-70.6% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.5%-56.5pp | 82.8%-62.8pp |
| Annual return | -32.43% | 50.05%-82.5pp | 176.28%-208.7pp | 578.55%-611.0pp |
| Employer contribution / active EE | $711 | $4,333-83.6% | $3,679-80.7% | $4,876-85.4% |
| Participant deferral / active EE | $3,600 | $4,478-19.6% | $3,897-7.6% | $5,439-33.8% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |