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 | $15,518 | $85,790-81.9% | $67,313-76.9% | $135,375-88.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -13.27% | -0.54%-12.7pp | -4.08%-9.2pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,428 | $3,487-59.1% | $2,566-44.3% | $4,779-70.1% |
| Participant deferral / active EE | $5,338 | $4,651+14.8% | $3,568+49.6% | $5,609-4.8% |
| Admin fee / account holder | $193 | $6,392-97.0% | $4,507-95.7% | $10,827-98.2% |