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 8-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 | $114,764 | $180,449-36.4% | $154,107-25.5% | $135,375-15.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -14.92% | 888.09%-903.0pp | 735.12%-750.0pp | 519.73%-534.6pp |
| Employer contribution / active EE | $17,870 | $6,035+196.1% | $5,298+237.3% | $4,779+273.9% |
| Participant deferral / active EE | $9,000 | $5,806+55.0% | $5,081+77.1% | $5,609+60.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |