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 8-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 | $24,110 | $95,971-74.9% | $74,550-67.7% | $135,375-82.2% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -12.48% | 56.96%-69.4pp | 32.53%-45.0pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,647 | $2,716-39.3% | $1,961-16.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,059 | $3,843-46.4% | $3,108-33.7% | $5,609-63.3% |
| Admin fee / account holder | $233 | $6,522-96.4% | $5,060-95.4% | $10,827-97.9% |