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 | $57,363 | $127,386-55.0% | $115,037-50.1% | $125,391-54.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -9.96% | 31.28%-41.2pp | 26.14%-36.1pp | 282.22%-292.2pp |
| Employer contribution / active EE | $2,489 | $5,166-51.8% | $4,608-46.0% | $4,866-48.9% |
| Participant deferral / active EE | $6,154 | $6,423-4.2% | $6,026+2.1% | $5,352+15.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |