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 | $15,674 | $107,791-85.5% | $90,645-82.7% | $135,375-88.4% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -14.28% | -0.90%-13.4pp | 1.88%-16.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,415 | $3,018-20.0% | $2,532-4.6% | $4,779-49.5% |
| Participant deferral / active EE | $5,100 | $3,872+31.7% | $3,425+48.9% | $5,609-9.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |