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 7-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 | $30,610 | $133,958-77.1% | $112,228-72.7% | $134,475-77.2% |
| Participation rate | 39.1% | 78.6%-39.4pp | 75.1%-35.9pp | 81.2%-42.1pp |
| Annual return | -21.26% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,587 | $4,038-60.7% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $3,314 | $5,291-37.4% | $4,728-29.9% | $6,400-48.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |