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 | $33,085 | $160,055-79.3% | $140,016-76.4% | $135,375-75.6% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -107.00% | 911.38%-1018.4pp | 651.12%-758.1pp | 519.73%-626.7pp |
| Employer contribution / active EE | $8,333 | $6,420+29.8% | $5,606+48.7% | $4,779+74.4% |
| Participant deferral / active EE | $9,313 | $7,642+21.9% | $6,927+34.4% | $5,609+66.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |