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 | $36,501 | $167,307-78.2% | $143,757-74.6% | $134,475-72.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.15% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,984 | $5,619-64.7% | $4,951-59.9% | $4,740-58.1% |
| Participant deferral / active EE | $4,876 | $6,446-24.4% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $198 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |