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 | $28,035 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -15.62% | 153.68%-169.3pp | 119.20%-134.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $1,261 | $5,151-75.5% | $4,628-72.8% | $4,779-73.6% |
| Participant deferral / active EE | $9,069 | $6,799+33.4% | $6,426+41.1% | $5,609+61.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |