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 | $45,747 | $167,484-72.7% | $151,611-69.8% | $134,475-66.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -27.27% | 7.80%-35.1pp | 3.33%-30.6pp | 417.96%-445.2pp |
| Employer contribution / active EE | $8,375 | $6,829+22.6% | $6,166+35.8% | $4,740+76.7% |
| Participant deferral / active EE | $8,375 | $8,986-6.8% | $8,363+0.1% | $6,400+30.9% |
| Admin fee / account holder | $46 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |