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 | $14,524 | $90,600-84.0% | $79,464-81.7% | $135,375-89.3% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -32.69% | 977.43%-1010.1pp | 718.14%-750.8pp | 519.73%-552.4pp |
| Employer contribution / active EE | $899 | $3,068-70.7% | $2,800-67.9% | $4,779-81.2% |
| Participant deferral / active EE | $4,145 | $4,050+2.3% | $3,704+11.9% | $5,609-26.1% |
| Admin fee / account holder | $47 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |