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 7-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 | $26,467 | $104,664-74.7% | $85,682-69.1% | $167,490-84.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | -10.43% | 21.45%-31.9pp | 21.49%-31.9pp | 478.56%-489.0pp |
| Employer contribution / active EE | $1,651 | $3,337-50.5% | $2,618-36.9% | $4,837-65.9% |
| Participant deferral / active EE | $6,169 | $4,824+27.9% | $3,923+57.3% | $6,341-2.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |