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 7-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 | $81,038 | $138,044-41.3% | $125,339-35.3% | $134,475-39.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.81% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $11,250 | $5,243+114.6% | $4,814+133.7% | $4,740+137.4% |
| Participant deferral / active EE | $3,750 | $7,799-51.9% | $7,446-49.6% | $6,400-41.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |