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 | $44,312 | $87,540-49.4% | $75,781-41.5% | $125,391-64.7% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -13.79% | 13.48%-27.3pp | 9.68%-23.5pp | 282.22%-296.0pp |
| Employer contribution / active EE | $2,564 | $3,930-34.8% | $3,323-22.9% | $4,866-47.3% |
| Participant deferral / active EE | $5,513 | $4,229+30.3% | $3,651+51.0% | $5,352+3.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |