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 | $21,010 | $129,942-83.8% | $104,294-79.9% | $134,475-84.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -24.33% | 42.03%-66.4pp | 24.61%-48.9pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,357 | $4,184-67.6% | $3,372-59.8% | $4,740-71.4% |
| Participant deferral / active EE | $5,602 | $5,588+0.3% | $4,625+21.1% | $6,400-12.5% |
| Admin fee / account holder | $10 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |