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 6-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 | $48,354 | $111,724-56.7% | $93,606-48.3% | $145,922-66.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | -3.82% | 202.98%-206.8pp | 133.20%-137.0pp | 561.29%-565.1pp |
| Employer contribution / active EE | $990 | $3,090-68.0% | $2,420-59.1% | $4,660-78.8% |
| Participant deferral / active EE | $9,200 | $4,912+87.3% | $4,411+108.6% | $6,688+37.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |