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 | $27,481 | $95,971-71.4% | $74,550-63.1% | $135,375-79.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -17.71% | 56.96%-74.7pp | 32.53%-50.2pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,448 | $2,716-46.7% | $1,961-26.2% | $4,779-69.7% |
| Participant deferral / active EE | $3,010 | $3,843-21.7% | $3,108-3.2% | $5,609-46.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |