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 3-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 | $32,719 | $167,307-80.4% | $143,757-77.2% | $134,475-75.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -25.24% | 0.46%-25.7pp | -0.04%-25.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,460 | $5,619-38.4% | $4,951-30.1% | $4,740-27.0% |
| Participant deferral / active EE | $6,833 | $6,446+6.0% | $5,637+21.2% | $6,400+6.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |