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 | $75,137 | $142,344-47.2% | $119,609-37.2% | $134,475-44.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -24.80% | -12.44%-12.4pp | -14.97%-9.8pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,575 | $5,222-69.8% | $4,232-62.8% | $4,740-66.8% |
| Participant deferral / active EE | $5,740 | $6,469-11.3% | $5,602+2.5% | $6,400-10.3% |
| Admin fee / account holder | $5 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |