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 | $28,853 | $97,757-70.5% | $83,848-65.6% | $135,375-78.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -14.49% | 1287.37%-1301.9pp | 850.88%-865.4pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,553 | $4,222-39.5% | $3,631-29.7% | $4,779-46.6% |
| Participant deferral / active EE | $7,975 | $4,682+70.3% | $4,082+95.4% | $5,609+42.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |