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 | $132,403 | $103,949+27.4% | $69,182+91.4% | $273,961-51.7% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | -8.16% | 35.28%-43.4pp | -21.93%+13.8pp | 41.45%-49.6pp |
| Employer contribution / active EE | $171 | $1,783-90.4% | $1,206-85.8% | $4,869-96.5% |
| Participant deferral / active EE | $483 | $2,716-82.2% | $1,897-74.5% | $5,287-90.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |