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 | $17,655 | $133,958-86.8% | $112,228-84.3% | $134,475-86.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -26.33% | 47.11%-73.4pp | 27.45%-53.8pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,056 | $4,038-73.9% | $3,635-70.9% | $4,740-77.7% |
| Participant deferral / active EE | $2,701 | $5,291-48.9% | $4,728-42.9% | $6,400-57.8% |
| Admin fee / account holder | $114 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |