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 9-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 | $27,706 | $72,404-61.7% | $110,238-74.9% | $64,186-56.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -9.93% | -6.29%-3.6pp | 314.74%-324.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,916 | $2,282-16.0% | $3,826-49.9% | $2,381-19.5% |
| Participant deferral / active EE | $4,290 | $3,469+23.7% | $4,672-8.2% | $3,470+23.6% |
| Admin fee / account holder | $119 | $5,664-97.9% | $8,547-98.6% | $4,888-97.6% |