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 | $38,349 | $100,754-61.9% | $86,677-55.8% | $134,475-71.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -23.67% | 29.04%-52.7pp | 35.91%-59.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,655 | $3,489-52.6% | $2,836-41.7% | $4,740-65.1% |
| Participant deferral / active EE | $2,283 | $5,338-57.2% | $4,656-51.0% | $6,400-64.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |