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 | $55,969 | $87,540-36.1% | $75,781-26.1% | $125,391-55.4% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -4.15% | 13.48%-17.6pp | 9.68%-13.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,200 | $3,930-69.5% | $3,323-63.9% | $4,866-75.3% |
| Participant deferral / active EE | $4,685 | $4,229+10.8% | $3,651+28.3% | $5,352-12.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |