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 | $25,100 | $69,010-63.6% | $159,960-84.3% | $68,494-63.4% |
| Participation rate | 52.9% | 65.4%-12.5pp | 78.0%-25.0pp | 67.9%-14.9pp |
| Annual return | -20.33% | -9.65%-10.7pp | 408.60%-428.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,853 | $2,213-16.3% | $4,226-56.1% | $2,596-28.6% |
| Participant deferral / active EE | $4,622 | $4,212+9.7% | $6,182-25.2% | $4,027+14.8% |
| Admin fee / account holder | $154 | $4,798-96.8% | $8,698-98.2% | $5,403-97.2% |