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 | $58,749 | $87,540-32.9% | $75,781-22.5% | $125,391-53.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -4.06% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.3pp |
| Employer contribution / active EE | $631 | $3,930-83.9% | $3,323-81.0% | $4,866-87.0% |
| Participant deferral / active EE | $6,819 | $4,229+61.2% | $3,651+86.7% | $5,352+27.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |