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 10-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 | $19,508 | $84,695-77.0% | $73,843-73.6% | $125,391-84.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -7.42% | 3123.53%-3130.9pp | 2267.84%-2275.3pp | 282.22%-289.6pp |
| Employer contribution / active EE | $8,487 | $3,123+171.8% | $2,787+204.5% | $4,866+74.4% |
| Participant deferral / active EE | $1,078 | $3,992-73.0% | $3,583-69.9% | $5,352-79.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |