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 | $48,488 | $92,222-47.4% | $76,768-36.8% | $135,375-64.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -12.46% | 5.46%-17.9pp | 2.43%-14.9pp | 519.73%-532.2pp |
| Employer contribution / active EE | $5,768 | $3,216+79.4% | $2,485+132.1% | $4,779+20.7% |
| Participant deferral / active EE | $5,768 | $4,509+27.9% | $3,852+49.8% | $5,609+2.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |