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 | $80,358 | $131,829-39.0% | $108,579-26.0% | $273,961-70.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 1.69% | -91.57%+93.3pp | -51.70%+53.4pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,467 | $4,912-29.4% | $3,758-7.8% | $4,869-28.8% |
| Participant deferral / active EE | $9,000 | $5,127+75.5% | $4,311+108.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |