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 | $75,616 | $175,600-56.9% | $129,110-41.4% | $134,475-43.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -19.88% | -11.39%-8.5pp | -10.94%-8.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,397 | $6,355-62.3% | $5,052-52.6% | $4,740-49.4% |
| Participant deferral / active EE | $3,303 | $7,975-58.6% | $6,542-49.5% | $6,400-48.4% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |