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 | $38,204 | $90,590-57.8% | $90,782-57.9% | $135,375-71.8% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.6%-32.6pp |
| Annual return | -14.90% | -3.40%-11.5pp | -3.42%-11.5pp | 519.73%-534.6pp |
| Employer contribution / active EE | $4,115 | $4,352-5.5% | $4,105+0.2% | $4,779-13.9% |
| Participant deferral / active EE | $4,115 | $5,407-23.9% | $5,366-23.3% | $5,609-26.6% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |