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 | $69,467 | $81,900-15.2% | $119,609-41.9% | $68,494+1.4% |
| Participation rate | 44.0% | 71.9%-27.9pp | 79.3%-35.3pp | 67.9%-23.9pp |
| Annual return | -25.45% | -23.82%-1.6pp | -14.97%-10.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $1,403 | $2,693-47.9% | $4,232-66.8% | $2,596-46.0% |
| Participant deferral / active EE | $3,078 | $4,148-25.8% | $5,602-45.1% | $4,027-23.6% |
| Admin fee / account holder | $6 | $6,582-99.9% | $10,323-99.9% | $5,403-99.9% |