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 | $27,474 | $97,757-71.9% | $83,848-67.2% | $135,375-79.7% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | -15.82% | 1287.37%-1303.2pp | 850.88%-866.7pp | 519.73%-535.6pp |
| Employer contribution / active EE | $835 | $4,222-80.2% | $3,631-77.0% | $4,779-82.5% |
| Participant deferral / active EE | $3,314 | $4,682-29.2% | $4,082-18.8% | $5,609-40.9% |
| Admin fee / account holder | $132 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |