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 | $159,747 | $232,540-31.3% | $185,117-13.7% | $147,584+8.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | -8.29% | 43.03%-51.3pp | 40.50%-48.8pp | 578.55%-586.8pp |
| Employer contribution / active EE | $1,360 | $5,195-73.8% | $4,182-67.5% | $4,876-72.1% |
| Participant deferral / active EE | $6,667 | $5,834+14.3% | $5,045+32.1% | $5,439+22.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |