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 5-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 | $20,323 | $55,041-63.1% | $45,164-55.0% | $134,475-84.9% |
| Participation rate | 62.5% | 63.8%-1.3pp | 55.2%+7.3pp | 81.2%-18.7pp |
| Annual return | -23.52% | -19.63%-3.9pp | -20.28%-3.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,622 | $3,006-12.8% | $2,321+13.0% | $4,740-44.7% |
| Participant deferral / active EE | $5,352 | $3,822+40.0% | $3,184+68.1% | $6,400-16.4% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,426-100.0% |