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 | $28,864 | $95,971-69.9% | $74,550-61.3% | $135,375-78.7% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -14.02% | 56.96%-71.0pp | 32.53%-46.6pp | 519.73%-533.8pp |
| Employer contribution / active EE | $610 | $2,716-77.6% | $1,961-68.9% | $4,779-87.2% |
| Participant deferral / active EE | $3,120 | $3,843-18.8% | $3,108+0.4% | $5,609-44.4% |
| Admin fee / account holder | $108 | $6,522-98.3% | $5,060-97.9% | $10,827-99.0% |