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 | $26,640 | $69,518-61.7% | $59,878-55.5% | $135,375-80.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | -9.21% | 7.94%-17.2pp | 3.46%-12.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,390 | $3,235-26.1% | $2,722-12.2% | $4,779-50.0% |
| Participant deferral / active EE | $4,442 | $4,206+5.6% | $3,402+30.6% | $5,609-20.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |