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 | $32,112 | $95,971-66.5% | $74,550-56.9% | $135,375-76.3% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -11.63% | 56.96%-68.6pp | 32.53%-44.2pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,537 | $2,716-43.4% | $1,961-21.6% | $4,779-67.8% |
| Participant deferral / active EE | $4,917 | $3,843+27.9% | $3,108+58.2% | $5,609-12.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |