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 | $69,273 | $127,386-45.6% | $115,037-39.8% | $125,391-44.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -5.95% | 31.28%-37.2pp | 26.14%-32.1pp | 282.22%-288.2pp |
| Employer contribution / active EE | $16,965 | $5,166+228.4% | $4,608+268.2% | $4,866+248.6% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |