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 | $66,572 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | -35.47% | 36.51%-72.0pp | 29.30%-64.8pp | 41.45%-76.9pp |
| Employer contribution / active EE | $2,800 | $6,029-53.6% | $5,211-46.3% | $4,869-42.5% |
| Participant deferral / active EE | $5,600 | $6,958-19.5% | $6,282-10.9% | $5,287+5.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |