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 | $20,818 | $99,640-79.1% | $86,436-75.9% | $134,475-84.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -35.04% | 6782.58%-6817.6pp | 4394.89%-4429.9pp | 417.96%-453.0pp |
| Employer contribution / active EE | $2,763 | $4,400-37.2% | $3,769-26.7% | $4,740-41.7% |
| Participant deferral / active EE | $9,533 | $7,246+31.6% | $6,952+37.1% | $6,400+49.0% |
| Admin fee / account holder | $12 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |