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 | $26,910 | $85,790-68.6% | $67,313-60.0% | $135,375-80.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -18.06% | -0.54%-17.5pp | -4.08%-14.0pp | 519.73%-537.8pp |
| Employer contribution / active EE | $2,889 | $3,487-17.2% | $2,566+12.6% | $4,779-39.6% |
| Participant deferral / active EE | $9,332 | $4,651+100.6% | $3,568+161.5% | $5,609+66.4% |
| Admin fee / account holder | $222 | $6,392-96.5% | $4,507-95.1% | $10,827-98.0% |