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 | $52,748 | $97,044-45.6% | $83,333-36.7% | $135,375-61.0% |
| Participation rate | 22.2% | 80.4%-58.2pp | 77.8%-55.5pp | 82.6%-60.4pp |
| Annual return | -13.39% | 12.31%-25.7pp | 10.63%-24.0pp | 519.73%-533.1pp |
| Employer contribution / active EE | $864 | $4,143-79.1% | $3,379-74.4% | $4,779-81.9% |
| Participant deferral / active EE | $3,456 | $5,964-42.1% | $5,565-37.9% | $5,609-38.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |