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 | $44,549 | $74,888-40.5% | $71,209-37.4% | $142,382-68.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | -21.78% | 345.14%-366.9pp | 282.51%-304.3pp | 217.08%-238.9pp |
| Employer contribution / active EE | $670 | $2,854-76.5% | $2,721-75.4% | $4,299-84.4% |
| Participant deferral / active EE | $1,625 | $4,454-63.5% | $4,175-61.1% | $6,507-75.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |