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 7-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 | $52,381 | $95,862-45.4% | $79,550-34.2% | $134,475-61.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -32.98% | -2.69%-30.3pp | 0.16%-33.1pp | 417.96%-450.9pp |
| Employer contribution / active EE | $6,195 | $3,128+98.0% | $2,413+156.7% | $4,740+30.7% |
| Participant deferral / active EE | $7,493 | $4,693+59.7% | $3,985+88.0% | $6,400+17.1% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |