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 | $21,517 | $97,757-78.0% | $83,848-74.3% | $135,375-84.1% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -16.90% | 1287.37%-1304.3pp | 850.88%-867.8pp | 519.73%-536.6pp |
| Employer contribution / active EE | $1,353 | $4,222-67.9% | $3,631-62.7% | $4,779-71.7% |
| Participant deferral / active EE | $6,124 | $4,682+30.8% | $4,082+50.0% | $5,609+9.2% |
| Admin fee / account holder | $174 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |