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 7-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 | $23,909 | $99,640-76.0% | $86,436-72.3% | $134,475-82.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -29.79% | 6782.58%-6812.4pp | 4394.89%-4424.7pp | 417.96%-447.8pp |
| Employer contribution / active EE | $2,509 | $4,400-43.0% | $3,769-33.4% | $4,740-47.1% |
| Participant deferral / active EE | $5,063 | $7,246-30.1% | $6,952-27.2% | $6,400-20.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |