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 | $100,436 | $127,100-21.0% | $105,738-5.0% | $135,375-25.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | -8.83% | 4.49%-13.3pp | 6.27%-15.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $839 | $4,107-79.6% | $3,268-74.3% | $4,779-82.4% |
| Participant deferral / active EE | $1,328 | $5,064-73.8% | $4,080-67.5% | $5,609-76.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |