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 6-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 | $24,009 | $167,307-85.6% | $143,757-83.3% | $134,475-82.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.96% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,921 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $8,675 | $6,446+34.6% | $5,637+53.9% | $6,400+35.5% |
| Admin fee / account holder | $133 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |