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 | $48,597 | $107,791-54.9% | $90,645-46.4% | $135,375-64.1% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | -9.97% | -0.90%-9.1pp | 1.88%-11.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $532 | $3,018-82.4% | $2,532-79.0% | $4,779-88.9% |
| Participant deferral / active EE | $6,000 | $3,872+55.0% | $3,425+75.2% | $5,609+7.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |