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 | $41,338 | $168,632-75.5% | $147,614-72.0% | $125,391-67.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -3.87% | 77.65%-81.5pp | 61.98%-65.8pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,501 | $6,252-60.0% | $5,564-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $8,466 | $5,507+53.7% | $4,895+72.9% | $5,352+58.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |