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 | $86,303 | $106,890-19.3% | $84,015+2.7% | $152,861-43.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | -0.71% | 104.99%-105.7pp | 71.31%-72.0pp | 345.32%-346.0pp |
| Employer contribution / active EE | $579 | $2,734-78.8% | $1,983-70.8% | $4,762-87.8% |
| Participant deferral / active EE | $1,387 | $4,011-65.4% | $3,239-57.2% | $5,850-76.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |