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 | $62,875 | $138,065-54.5% | $123,544-49.1% | $135,375-53.6% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -10.14% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,321 | $5,151-54.9% | $4,628-49.9% | $4,779-51.4% |
| Participant deferral / active EE | $6,159 | $6,799-9.4% | $6,426-4.1% | $5,609+9.8% |
| Admin fee / account holder | -$26 | $10,916-100.2% | $9,284-100.3% | $10,827-100.2% |