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 7-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 | $121,813 | $101,283+20.3% | $75,826+60.6% | $135,375-10.0% |
| Participation rate | 10.0% | 72.7%-62.7pp | 68.2%-58.2pp | 82.6%-72.6pp |
| Annual return | -12.66% | 3384.62%-3397.3pp | 1914.15%-1926.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $288 | $2,382-87.9% | $1,913-84.9% | $4,779-94.0% |
| Participant deferral / active EE | $2,450 | $3,469-29.4% | $2,862-14.4% | $5,609-56.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |