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 | $62,936 | $92,222-31.8% | $76,768-18.0% | $135,375-53.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -12.53% | 5.46%-18.0pp | 2.43%-15.0pp | 519.73%-532.3pp |
| Employer contribution / active EE | $3,345 | $3,216+4.0% | $2,485+34.6% | $4,779-30.0% |
| Participant deferral / active EE | $7,162 | $4,509+58.9% | $3,852+86.0% | $5,609+27.7% |
| Admin fee / account holder | $257 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |