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 7-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 | $162,125 | $86,699+87.0% | $73,307+121.2% | $125,391+29.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -5.39% | 2.78%-8.2pp | 5.67%-11.1pp | 282.22%-287.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,810 | $5,550-67.4% | $4,991-63.7% | $5,352-66.2% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |