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 5-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 | $58,072 | $133,958-56.6% | $112,228-48.3% | $134,475-56.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -28.25% | 47.11%-75.4pp | 27.45%-55.7pp | 417.96%-446.2pp |
| Employer contribution / active EE | $1,967 | $4,038-51.3% | $3,635-45.9% | $4,740-58.5% |
| Participant deferral / active EE | $13,096 | $5,291+147.5% | $4,728+177.0% | $6,400+104.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |