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 5-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 | $32,012 | $197,825-83.8% | $155,790-79.5% | $125,391-74.5% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -5.30% | 86.74%-92.0pp | 71.54%-76.8pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,933 | $4,847-60.1% | $3,836-49.6% | $4,866-60.3% |
| Participant deferral / active EE | $4,583 | $5,630-18.6% | $4,797-4.5% | $5,352-14.4% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |