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 | $55,358 | $65,685-15.7% | $57,179-3.2% | $273,961-79.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | -24.82% | 21.99%-46.8pp | 14.59%-39.4pp | 41.45%-66.3pp |
| Employer contribution / active EE | $5,194 | $3,279+58.4% | $2,682+93.6% | $4,869+6.7% |
| Participant deferral / active EE | $9,000 | $3,782+138.0% | $3,096+190.7% | $5,287+70.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |