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 | $16,977 | $97,757-82.6% | $83,848-79.8% | $135,375-87.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -26.93% | 1287.37%-1314.3pp | 850.88%-877.8pp | 519.73%-546.7pp |
| Employer contribution / active EE | $2,914 | $4,222-31.0% | $3,631-19.7% | $4,779-39.0% |
| Participant deferral / active EE | $5,079 | $4,682+8.5% | $4,082+24.4% | $5,609-9.4% |
| Admin fee / account holder | $73 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |