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 | $13,640 | $91,911-85.2% | $68,793-80.2% | $135,375-89.9% |
| Participation rate | 38.5% | 76.7%-38.3pp | 72.2%-33.8pp | 82.6%-44.2pp |
| Annual return | -35.53% | -8.22%-27.3pp | -4.63%-30.9pp | 519.73%-555.3pp |
| Employer contribution / active EE | $1,663 | $3,924-57.6% | $2,625-36.6% | $4,779-65.2% |
| Participant deferral / active EE | $2,869 | $4,315-33.5% | $3,311-13.3% | $5,609-48.8% |
| Admin fee / account holder | $116 | $9,240-98.7% | $5,131-97.7% | $10,827-98.9% |