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 | $54,875 | $118,849-53.8% | $96,562-43.2% | $167,490-67.2% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.8%-47.6pp | 82.1%-59.9pp |
| Annual return | 0.32% | 50.49%-50.2pp | 37.78%-37.5pp | 478.56%-478.2pp |
| Employer contribution / active EE | $1,489 | $3,120-52.3% | $2,356-36.8% | $4,837-69.2% |
| Participant deferral / active EE | $4,293 | $4,616-7.0% | $3,849+11.5% | $6,341-32.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |