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 | $95,530 | $108,642-12.1% | $74,701+27.9% | $152,861-37.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | -12.96% | 114.06%-127.0pp | 752.92%-765.9pp | 345.32%-358.3pp |
| Employer contribution / active EE | $896 | $1,503-40.4% | $1,084-17.3% | $4,762-81.2% |
| Participant deferral / active EE | $1,465 | $2,712-46.0% | $1,964-25.4% | $5,850-75.0% |
| Admin fee / account holder | $158 | $4,902-96.8% | $3,333-95.3% | $11,596-98.6% |