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 | $15,579 | $97,757-84.1% | $83,848-81.4% | $135,375-88.5% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -20.85% | 1287.37%-1308.2pp | 850.88%-871.7pp | 519.73%-540.6pp |
| Employer contribution / active EE | $1,613 | $4,222-61.8% | $3,631-55.6% | $4,779-66.2% |
| Participant deferral / active EE | $5,019 | $4,682+7.2% | $4,082+23.0% | $5,609-10.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |