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 6-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 | $115,825 | $167,307-30.8% | $143,757-19.4% | $134,475-13.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.71% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,956 | $5,619-11.8% | $4,951+0.1% | $4,740+4.6% |
| Participant deferral / active EE | $3,251 | $6,446-49.6% | $5,637-42.3% | $6,400-49.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |