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 10-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 | $31,686 | $138,065-77.1% | $123,544-74.4% | $135,375-76.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -22.82% | 153.68%-176.5pp | 119.20%-142.0pp | 519.73%-542.6pp |
| Employer contribution / active EE | $2,037 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $4,758 | $6,799-30.0% | $6,426-26.0% | $5,609-15.2% |
| Admin fee / account holder | -$9 | $10,916-100.1% | $9,284-100.1% | $10,827-100.1% |