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 | $19,289 | $99,341-80.6% | $84,750-77.2% | $273,961-93.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -52.42% | 22.93%-75.3pp | 22.78%-75.2pp | 41.45%-93.9pp |
| Employer contribution / active EE | $2,841 | $4,214-32.6% | $3,574-20.5% | $4,869-41.6% |
| Participant deferral / active EE | $6,782 | $4,269+58.9% | $3,712+82.7% | $5,287+28.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |