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 | $32,971 | $176,377-81.3% | $134,143-75.4% | $158,922-79.3% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | -0.20% | 63.63%-63.8pp | 36.33%-36.5pp | 302.83%-303.0pp |
| Employer contribution / active EE | $2,400 | $5,040-52.4% | $3,704-35.2% | $4,761-49.6% |
| Participant deferral / active EE | $2,400 | $4,091-41.3% | $3,499-31.4% | $5,982-59.9% |
| Admin fee / account holder | $148 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |