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 | $66,644 | $99,020-32.7% | $86,590-23.0% | $147,584-54.8% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | -4.02% | 1312.34%-1316.4pp | 964.84%-968.9pp | 578.55%-582.6pp |
| Employer contribution / active EE | $1,439 | $3,132-54.0% | $2,839-49.3% | $4,876-70.5% |
| Participant deferral / active EE | $5,686 | $3,972+43.1% | $3,609+57.6% | $5,439+4.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |