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 | $91,055 | $180,449-49.5% | $154,107-40.9% | $135,375-32.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -9.59% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,493 | $6,035-58.7% | $5,298-52.9% | $4,779-47.8% |
| Participant deferral / active EE | $7,667 | $5,806+32.0% | $5,081+50.9% | $5,609+36.7% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |