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 3-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 | $20,131 | $152,509-86.8% | $117,472-82.9% | $134,475-85.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -40.05% | 52.99%-93.0pp | 29.74%-69.8pp | 417.96%-458.0pp |
| Employer contribution / active EE | $1,445 | $5,571-74.1% | $4,176-65.4% | $4,740-69.5% |
| Participant deferral / active EE | $1,445 | $4,818-70.0% | $4,070-64.5% | $6,400-77.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |