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 | $44,549 | $72,071-38.2% | $68,368-34.8% | $137,256-67.5% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | -21.78% | 353.14%-374.9pp | 292.57%-314.4pp | 220.34%-242.1pp |
| Employer contribution / active EE | $670 | $2,788-76.0% | $2,649-74.7% | $4,156-83.9% |
| Participant deferral / active EE | $1,625 | $4,410-63.2% | $4,123-60.6% | $6,407-74.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |