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 | $19,627 | $95,193-79.4% | $76,523-74.4% | $135,375-85.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -14.47% | 4.85%-19.3pp | -0.27%-14.2pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,112 | $3,302-66.3% | $2,647-58.0% | $4,779-76.7% |
| Participant deferral / active EE | $8,839 | $4,639+90.5% | $3,835+130.4% | $5,609+57.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |