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 | $90,322 | $118,450-23.7% | $98,439-8.2% | $139,434-35.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | -7.55% | 18.94%-26.5pp | 21.16%-28.7pp | 372.94%-380.5pp |
| Employer contribution / active EE | $1,302 | $3,609-63.9% | $3,048-57.3% | $4,751-72.6% |
| Participant deferral / active EE | $4,285 | $5,392-20.5% | $4,738-9.5% | $6,710-36.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |