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 | $55,100 | $92,222-40.3% | $76,768-28.2% | $135,375-59.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -9.31% | 5.46%-14.8pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,010 | $3,216-68.6% | $2,485-59.4% | $4,779-78.9% |
| Participant deferral / active EE | $4,014 | $4,509-11.0% | $3,852+4.2% | $5,609-28.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |