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 | $79,793 | $180,449-55.8% | $154,107-48.2% | $135,375-41.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -15.93% | 888.09%-904.0pp | 735.12%-751.0pp | 519.73%-535.7pp |
| Employer contribution / active EE | $21,292 | $6,035+252.8% | $5,298+301.9% | $4,779+345.5% |
| Participant deferral / active EE | $10,792 | $5,806+85.9% | $5,081+112.4% | $5,609+92.4% |
| Admin fee / account holder | $2 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |