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 8-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 | $29,717 | $167,307-82.2% | $143,757-79.3% | $134,475-77.9% |
| Participation rate | 60.9% | 84.8%-23.9pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -25.56% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,181 | $5,619-79.0% | $4,951-76.1% | $4,740-75.1% |
| Participant deferral / active EE | $2,618 | $6,446-59.4% | $5,637-53.6% | $6,400-59.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |