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 4-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 | $19,120 | $190,805-90.0% | $159,960-88.0% | $134,475-85.8% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -82.68% | 552.23%-634.9pp | 408.60%-491.3pp | 417.96%-500.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $105 | $10,471-99.0% | $8,698-98.8% | $11,426-99.1% |