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 | $48,185 | $107,791-55.3% | $90,645-46.8% | $135,375-64.4% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -18.75% | -0.90%-17.8pp | 1.88%-20.6pp | 519.73%-538.5pp |
| Employer contribution / active EE | $6,476 | $3,018+114.6% | $2,532+155.8% | $4,779+35.5% |
| Participant deferral / active EE | $3,774 | $3,872-2.5% | $3,425+10.2% | $5,609-32.7% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |