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 | $122,298 | $167,307-26.9% | $143,757-14.9% | $134,475-9.1% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -29.25% | 0.46%-29.7pp | -0.04%-29.2pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,751 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $2,319 | $6,446-64.0% | $5,637-58.9% | $6,400-63.8% |
| Admin fee / account holder | $294 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |