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 | $19,147 | $95,971-80.0% | $74,550-74.3% | $135,375-85.9% |
| Participation rate | 30.4% | 75.7%-45.2pp | 69.1%-38.7pp | 82.6%-52.2pp |
| Annual return | -16.92% | 56.96%-73.9pp | 32.53%-49.5pp | 519.73%-536.7pp |
| Employer contribution / active EE | $1,837 | $2,716-32.4% | $1,961-6.3% | $4,779-61.6% |
| Participant deferral / active EE | $3,287 | $3,843-14.5% | $3,108+5.7% | $5,609-41.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |