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 | $58,630 | $95,862-38.8% | $79,550-26.3% | $134,475-56.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -22.84% | -2.69%-20.2pp | 0.16%-23.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $4,344 | $3,128+38.9% | $2,413+80.0% | $4,740-8.3% |
| Participant deferral / active EE | $9,526 | $4,693+103.0% | $3,985+139.0% | $6,400+48.8% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |