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 | $27,018 | $185,200-85.4% | $142,863-81.1% | $167,490-83.9% |
| Participation rate | 63.2% | 78.4%-15.3pp | 71.9%-8.8pp | 82.1%-18.9pp |
| Annual return | -6.43% | 8555.70%-8562.1pp | 5637.54%-5644.0pp | 478.56%-485.0pp |
| Employer contribution / active EE | $1,090 | $5,604-80.5% | $4,144-73.7% | $4,837-77.5% |
| Participant deferral / active EE | $1,233 | $4,494-72.6% | $3,837-67.9% | $6,341-80.6% |
| Admin fee / account holder | $299 | $8,031-96.3% | $6,560-95.4% | $12,309-97.6% |