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 | $16,765 | $97,757-82.9% | $83,848-80.0% | $135,375-87.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -18.34% | 1287.37%-1305.7pp | 850.88%-869.2pp | 519.73%-538.1pp |
| Employer contribution / active EE | $1,820 | $4,222-56.9% | $3,631-49.9% | $4,779-61.9% |
| Participant deferral / active EE | $8,919 | $4,682+90.5% | $4,082+118.5% | $5,609+59.0% |
| Admin fee / account holder | $141 | $6,674-97.9% | $5,478-97.4% | $10,827-98.7% |