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 | $29,619 | $124,319-76.2% | $111,297-73.4% | $167,490-82.3% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | -0.18% | 37.44%-37.6pp | 54.65%-54.8pp | 478.56%-478.7pp |
| Employer contribution / active EE | $1,542 | $3,435-55.1% | $2,731-43.5% | $4,837-68.1% |
| Participant deferral / active EE | $2,830 | $5,180-45.4% | $4,487-36.9% | $6,341-55.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |