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 7-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 | $17,573 | $133,958-86.9% | $112,228-84.3% | $134,475-86.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -23.10% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,604 | $4,038-60.3% | $3,635-55.9% | $4,740-66.1% |
| Participant deferral / active EE | $6,940 | $5,291+31.2% | $4,728+46.8% | $6,400+8.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |