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 | $17,513 | $97,757-82.1% | $83,848-79.1% | $135,375-87.1% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -11.08% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,274 | $4,222-46.1% | $3,631-37.4% | $4,779-52.4% |
| Participant deferral / active EE | $5,505 | $4,682+17.6% | $4,082+34.9% | $5,609-1.9% |
| Admin fee / account holder | $115 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |