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 | $128,753 | $232,540-44.6% | $185,117-30.4% | $147,584-12.8% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | -21.93% | 43.03%-65.0pp | 40.50%-62.4pp | 578.55%-600.5pp |
| Employer contribution / active EE | $1,084 | $5,195-79.1% | $4,182-74.1% | $4,876-77.8% |
| Participant deferral / active EE | $894 | $5,834-84.7% | $5,045-82.3% | $5,439-83.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |