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 | $93,587 | $113,935-17.9% | $94,224-0.7% | $125,391-25.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -8.51% | 5.29%-13.8pp | 10.68%-19.2pp | 282.22%-290.7pp |
| Employer contribution / active EE | $873 | $4,727-81.5% | $3,587-75.7% | $4,866-82.1% |
| Participant deferral / active EE | $2,014 | $5,179-61.1% | $4,320-53.4% | $5,352-62.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |