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 9-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 | $21,109 | $49,177-57.1% | $79,464-73.4% | $64,186-67.1% |
| Participation rate | 53.7% | 65.0%-11.3pp | 73.3%-19.6pp | 69.6%-15.9pp |
| Annual return | -8.54% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,962 | $2,076-5.5% | $2,800-29.9% | $2,381-17.6% |
| Participant deferral / active EE | $1,962 | $2,821-30.5% | $3,704-47.0% | $3,470-43.5% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |