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 | $51,401 | $180,449-71.5% | $154,107-66.6% | $135,375-62.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -12.04% | 888.09%-900.1pp | 735.12%-747.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,371 | $6,035-60.7% | $5,298-55.2% | $4,779-50.4% |
| Participant deferral / active EE | $5,651 | $5,806-2.7% | $5,081+11.2% | $5,609+0.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |