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 | $89,225 | $127,100-29.8% | $105,738-15.6% | $135,375-34.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -11.27% | 4.49%-15.8pp | 6.27%-17.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,075 | $4,107-73.8% | $3,268-67.1% | $4,779-77.5% |
| Participant deferral / active EE | $1,732 | $5,064-65.8% | $4,080-57.6% | $5,609-69.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |