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 | $39,857 | $102,966-61.3% | $90,281-55.9% | $152,861-73.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | -0.69% | 95.16%-95.9pp | 78.10%-78.8pp | 345.32%-346.0pp |
| Employer contribution / active EE | $824 | $3,139-73.7% | $2,854-71.1% | $4,762-82.7% |
| Participant deferral / active EE | $5,796 | $4,281+35.4% | $3,885+49.2% | $5,850-0.9% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |