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 | $42,846 | $138,065-69.0% | $123,544-65.3% | $135,375-68.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -11.11% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $5,341 | $5,151+3.7% | $4,628+15.4% | $4,779+11.8% |
| Participant deferral / active EE | $4,062 | $6,799-40.3% | $6,426-36.8% | $5,609-27.6% |
| Admin fee / account holder | $239 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |