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 | $156,301 | $167,484-6.7% | $151,611+3.1% | $134,475+16.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -24.25% | 7.80%-32.1pp | 3.33%-27.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,110 | $6,829-39.8% | $6,166-33.3% | $4,740-13.3% |
| Participant deferral / active EE | $9,338 | $8,986+3.9% | $8,363+11.7% | $6,400+45.9% |
| Admin fee / account holder | $30 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |