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 | $18,862 | $69,518-72.9% | $59,878-68.5% | $135,375-86.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -11.85% | 7.94%-19.8pp | 3.46%-15.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,038 | $3,235-67.9% | $2,722-61.9% | $4,779-78.3% |
| Participant deferral / active EE | $2,076 | $4,206-50.6% | $3,402-39.0% | $5,609-63.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |