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 6-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 | $28,963 | $118,849-75.6% | $96,562-70.0% | $167,490-82.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 0.01% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.5pp |
| Employer contribution / active EE | $1,121 | $3,120-64.1% | $2,356-52.4% | $4,837-76.8% |
| Participant deferral / active EE | $2,102 | $4,616-54.5% | $3,849-45.4% | $6,341-66.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |