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 7-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 | $65,237 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -30.91% | 0.46%-31.4pp | -0.04%-30.9pp | 417.96%-448.9pp |
| Employer contribution / active EE | $1,961 | $5,619-65.1% | $4,951-60.4% | $4,740-58.6% |
| Participant deferral / active EE | $6,714 | $6,446+4.2% | $5,637+19.1% | $6,400+4.9% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |