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 | $121,323 | $62,586+93.8% | $76,768+58.0% | $64,186+89.0% |
| Participation rate | 46.2% | 72.8%-26.7pp | 77.0%-30.8pp | 69.6%-23.4pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,076 | $1,832-41.3% | $2,485-56.7% | $2,381-54.8% |
| Participant deferral / active EE | $2,343 | $3,145-25.5% | $3,852-39.2% | $3,470-32.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |