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 | $172,073 | $162,781+5.7% | $133,956+28.5% | $158,922+8.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | -2.73% | 41.94%-44.7pp | 45.09%-47.8pp | 302.83%-305.6pp |
| Employer contribution / active EE | $1,662 | $4,975-66.6% | $3,919-57.6% | $4,761-65.1% |
| Participant deferral / active EE | $6,196 | $5,911+4.8% | $5,048+22.8% | $5,982+3.6% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |