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 | $25,828 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -30.18% | 153.68%-183.9pp | 119.20%-149.4pp | 519.73%-549.9pp |
| Employer contribution / active EE | $3,471 | $5,151-32.6% | $4,628-25.0% | $4,779-27.4% |
| Participant deferral / active EE | $5,088 | $6,799-25.2% | $6,426-20.8% | $5,609-9.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |