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 | $20,831 | $85,790-75.7% | $67,313-69.1% | $135,375-84.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -15.72% | -0.54%-15.2pp | -4.08%-11.6pp | 519.73%-535.5pp |
| Employer contribution / active EE | $1,419 | $3,487-59.3% | $2,566-44.7% | $4,779-70.3% |
| Participant deferral / active EE | $5,789 | $4,651+24.5% | $3,568+62.2% | $5,609+3.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |