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 | $16,305 | $90,600-82.0% | $79,464-79.5% | $135,375-88.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -10.33% | 977.43%-987.8pp | 718.14%-728.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,114 | $3,068-63.7% | $2,800-60.2% | $4,779-76.7% |
| Participant deferral / active EE | $3,665 | $4,050-9.5% | $3,704-1.0% | $5,609-34.7% |
| Admin fee / account holder | $154 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |