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 | $85,677 | $132,239-35.2% | $105,722-19.0% | $273,961-68.7% |
| Participation rate | 37.5% | 83.2%-45.7pp | 78.9%-41.4pp | 83.0%-45.5pp |
| Annual return | -2.32% | 10.07%-12.4pp | 12.25%-14.6pp | 41.45%-43.8pp |
| Employer contribution / active EE | $2,073 | $4,867-57.4% | $4,079-49.2% | $4,869-57.4% |
| Participant deferral / active EE | $5,856 | $6,233-6.0% | $5,326+10.0% | $5,287+10.8% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |