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 | $58,991 | $211,958-72.2% | $169,463-65.2% | $135,375-56.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -13.99% | 3.26%-17.3pp | 1.83%-15.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $984 | $5,120-80.8% | $4,159-76.3% | $4,779-79.4% |
| Participant deferral / active EE | $4,633 | $6,075-23.7% | $5,277-12.2% | $5,609-17.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |