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 | $40,996 | $160,055-74.4% | $140,016-70.7% | $135,375-69.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -28.31% | 911.38%-939.7pp | 651.12%-679.4pp | 519.73%-548.0pp |
| Employer contribution / active EE | $13,538 | $6,420+110.9% | $5,606+141.5% | $4,779+183.3% |
| Participant deferral / active EE | $6,370 | $7,642-16.6% | $6,927-8.0% | $5,609+13.6% |
| Admin fee / account holder | $146 | $13,328-98.9% | $10,705-98.6% | $10,827-98.7% |