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 4-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 | $13,759 | $133,958-89.7% | $112,228-87.7% | $134,475-89.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -26.08% | 47.11%-73.2pp | 27.45%-53.5pp | 417.96%-444.0pp |
| Employer contribution / active EE | $821 | $4,038-79.7% | $3,635-77.4% | $4,740-82.7% |
| Participant deferral / active EE | $2,121 | $5,291-59.9% | $4,728-55.1% | $6,400-66.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |