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 8-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 | $50,402 | $133,958-62.4% | $112,228-55.1% | $134,475-62.5% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -23.01% | 47.11%-70.1pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,063 | $4,038-73.7% | $3,635-70.8% | $4,740-77.6% |
| Participant deferral / active EE | $4,228 | $5,291-20.1% | $4,728-10.6% | $6,400-33.9% |
| Admin fee / account holder | $89 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |