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 | $18,205 | $64,307-71.7% | $57,343-68.3% | $125,391-85.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -3.76% | 25.12%-28.9pp | 24.39%-28.2pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,298 | $3,193-28.0% | $2,689-14.5% | $4,866-52.8% |
| Participant deferral / active EE | $1,397 | $3,848-63.7% | $3,162-55.8% | $5,352-73.9% |
| Admin fee / account holder | $163 | $5,242-96.9% | $3,356-95.1% | $9,540-98.3% |