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 | $64,991 | $91,552-29.0% | $133,956-51.5% | $79,858-18.6% |
| Participation rate | 50.8% | 73.3%-22.5pp | 79.8%-29.0pp | 69.6%-18.8pp |
| Annual return | -5.54% | 61.85%-67.4pp | 45.09%-50.6pp | 31.71%-37.3pp |
| Employer contribution / active EE | $1,238 | $2,384-48.0% | $3,919-68.4% | $2,471-49.9% |
| Participant deferral / active EE | $2,681 | $3,733-28.2% | $5,048-46.9% | $3,740-28.3% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |