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 6-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 | $128,834 | $140,940-8.6% | $112,229+14.8% | $139,434-7.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | -67.00% | 32.71%-99.7pp | 30.20%-97.2pp | 372.94%-439.9pp |
| Employer contribution / active EE | $3,374 | $4,283-21.2% | $3,430-1.6% | $4,751-29.0% |
| Participant deferral / active EE | $9,197 | $5,874+56.6% | $4,798+91.7% | $6,710+37.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |