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 | $48,813 | $99,341-50.9% | $84,750-42.4% | $273,961-82.2% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | -4.36% | 22.93%-27.3pp | 22.78%-27.1pp | 41.45%-45.8pp |
| Employer contribution / active EE | $1,613 | $4,214-61.7% | $3,574-54.9% | $4,869-66.9% |
| Participant deferral / active EE | $3,201 | $4,269-25.0% | $3,712-13.8% | $5,287-39.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |