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 | $34,445 | $211,958-83.7% | $169,463-79.7% | $135,375-74.6% |
| Participation rate | 41.2% | 82.6%-41.5pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -19.30% | 3.26%-22.6pp | 1.83%-21.1pp | 519.73%-539.0pp |
| Employer contribution / active EE | $6,397 | $5,120+24.9% | $4,159+53.8% | $4,779+33.9% |
| Participant deferral / active EE | $4,887 | $6,075-19.6% | $5,277-7.4% | $5,609-12.9% |
| Admin fee / account holder | $32 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |