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 | $12,366 | $90,600-86.4% | $79,464-84.4% | $135,375-90.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -33.59% | 977.43%-1011.0pp | 718.14%-751.7pp | 519.73%-553.3pp |
| Employer contribution / active EE | $1,333 | $3,068-56.5% | $2,800-52.4% | $4,779-72.1% |
| Participant deferral / active EE | $2,167 | $4,050-46.5% | $3,704-41.5% | $5,609-61.4% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.8% | $10,827-99.9% |