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 8-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 | $24,111 | $138,065-82.5% | $123,544-80.5% | $135,375-82.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -13.09% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,976 | $5,151-61.6% | $4,628-57.3% | $4,779-58.7% |
| Participant deferral / active EE | $3,343 | $6,799-50.8% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $176 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |