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 | $31,217 | $152,509-79.5% | $117,472-73.4% | $134,475-76.8% |
| Participation rate | 38.5% | 77.1%-38.6pp | 70.6%-32.1pp | 81.2%-42.8pp |
| Annual return | -21.86% | 52.99%-74.9pp | 29.74%-51.6pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,229 | $5,571-77.9% | $4,176-70.6% | $4,740-74.1% |
| Participant deferral / active EE | $1,596 | $4,818-66.9% | $4,070-60.8% | $6,400-75.1% |
| Admin fee / account holder | $283 | $7,004-96.0% | $5,645-95.0% | $11,426-97.5% |