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 | $48,459 | $127,386-62.0% | $115,037-57.9% | $125,391-61.4% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -5.14% | 31.28%-36.4pp | 26.14%-31.3pp | 282.22%-287.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,877 | $6,423-39.6% | $6,026-35.7% | $5,352-27.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |