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 | $39,766 | $87,705-54.7% | $63,517-37.4% | $125,391-68.3% |
| Participation rate | 7.7% | 77.0%-69.3pp | 71.0%-63.3pp | 83.2%-75.5pp |
| Annual return | -5.99% | 21.70%-27.7pp | -70.30%+64.3pp | 282.22%-288.2pp |
| Employer contribution / active EE | $302 | $3,601-91.6% | $2,322-87.0% | $4,866-93.8% |
| Participant deferral / active EE | $1,385 | $3,939-64.9% | $2,953-53.1% | $5,352-74.1% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |