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 8-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 | $132,985 | $176,377-24.6% | $134,143-0.9% | $158,922-16.3% |
| Participation rate | 28.6% | 78.7%-50.1pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | -16.46% | 63.63%-80.1pp | 36.33%-52.8pp | 302.83%-319.3pp |
| Employer contribution / active EE | $193 | $5,040-96.2% | $3,704-94.8% | $4,761-95.9% |
| Participant deferral / active EE | $353 | $4,091-91.4% | $3,499-89.9% | $5,982-94.1% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |