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 | $70,356 | $57,354+22.7% | $83,848-16.1% | $64,186+9.6% |
| Participation rate | 51.1% | 68.6%-17.5pp | 76.1%-25.0pp | 69.6%-18.5pp |
| Annual return | -8.85% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $4,176 | $2,545+64.1% | $3,631+15.0% | $2,381+75.4% |
| Participant deferral / active EE | $2,282 | $2,993-23.7% | $4,082-44.1% | $3,470-34.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |