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 | $29,821 | $97,757-69.5% | $83,848-64.4% | $135,375-78.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -12.94% | 1287.37%-1300.3pp | 850.88%-863.8pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,450 | $4,222-65.6% | $3,631-60.1% | $4,779-69.6% |
| Participant deferral / active EE | $4,276 | $4,682-8.7% | $4,082+4.8% | $5,609-23.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |