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 | $27,999 | $97,757-71.4% | $83,848-66.6% | $135,375-79.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -13.63% | 1287.37%-1301.0pp | 850.88%-864.5pp | 519.73%-533.4pp |
| Employer contribution / active EE | $4,353 | $4,222+3.1% | $3,631+19.9% | $4,779-8.9% |
| Participant deferral / active EE | $5,553 | $4,682+18.6% | $4,082+36.0% | $5,609-1.0% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,478-96.9% | $10,827-98.5% |