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 | $31,899 | $84,527-62.3% | $67,711-52.9% | $125,391-74.6% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | -20.62% | 2.57%-23.2pp | 25.41%-46.0pp | 282.22%-302.8pp |
| Employer contribution / active EE | $1,356 | $3,292-58.8% | $2,559-47.0% | $4,866-72.1% |
| Participant deferral / active EE | $2,086 | $4,429-52.9% | $3,585-41.8% | $5,352-61.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |