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 6-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 | $40,353 | $175,202-77.0% | $149,673-73.0% | $139,434-71.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | -3.54% | 166.71%-170.3pp | 134.42%-138.0pp | 372.94%-376.5pp |
| Employer contribution / active EE | $3,899 | $5,474-28.8% | $4,818-19.1% | $4,751-17.9% |
| Participant deferral / active EE | $3,899 | $6,519-40.2% | $5,680-31.4% | $6,710-41.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |