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 | $156,338 | $110,094+42.0% | $151,611+3.1% | $68,494+128.2% |
| Participation rate | 61.5% | 84.0%-22.4pp | 87.5%-26.0pp | 67.9%-6.3pp |
| Annual return | -20.68% | -10.12%-10.6pp | 3.33%-24.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,668 | $4,471-40.3% | $6,166-56.7% | $2,596+2.8% |
| Participant deferral / active EE | $6,336 | $6,527-2.9% | $8,363-24.2% | $4,027+57.3% |
| Admin fee / account holder | $5 | $7,719-99.9% | $11,616-100.0% | $5,403-99.9% |