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 | $11,116 | $81,840-86.4% | $63,412-82.5% | $125,391-91.1% |
| Participation rate | 66.7% | 73.0%-6.4pp | 67.1%-0.4pp | 83.2%-16.5pp |
| Annual return | -3.89% | -0.10%-3.8pp | 4.04%-7.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,097 | $2,377-11.8% | $1,814+15.6% | $4,866-56.9% |
| Participant deferral / active EE | $3,279 | $3,064+7.0% | $2,496+31.4% | $5,352-38.7% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,540-100.0% |