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 | $26,705 | $138,065-80.7% | $123,544-78.4% | $135,375-80.3% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | -12.49% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,997 | $5,151-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $6,986 | $6,799+2.7% | $6,426+8.7% | $5,609+24.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |