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 8-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 | $40,628 | $100,754-59.7% | $86,677-53.1% | $134,475-69.8% |
| Participation rate | 64.3% | 78.9%-14.6pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -22.54% | 29.04%-51.6pp | 35.91%-58.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,510 | $5,338+40.7% | $4,656+61.3% | $6,400+17.3% |
| Admin fee / account holder | $60 | $10,926-99.5% | $7,493-99.2% | $11,426-99.5% |