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 | $24,303 | $133,958-81.9% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -22.38% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,577 | $4,038-36.2% | $3,635-29.1% | $4,740-45.6% |
| Participant deferral / active EE | $2,302 | $5,291-56.5% | $4,728-51.3% | $6,400-64.0% |
| Admin fee / account holder | $150 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |