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 | $25,947 | $95,971-73.0% | $74,550-65.2% | $135,375-80.8% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -9.23% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,215 | $2,716-55.3% | $1,961-38.0% | $4,779-74.6% |
| Participant deferral / active EE | $2,664 | $3,843-30.7% | $3,108-14.3% | $5,609-52.5% |
| Admin fee / account holder | $71 | $6,522-98.9% | $5,060-98.6% | $10,827-99.3% |