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 | $27,407 | $138,065-80.1% | $123,544-77.8% | $135,375-79.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -30.35% | 153.68%-184.0pp | 119.20%-149.6pp | 519.73%-550.1pp |
| Employer contribution / active EE | $2,773 | $5,151-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $12,144 | $6,799+78.6% | $6,426+89.0% | $5,609+116.5% |
| Admin fee / account holder | $103 | $10,916-99.1% | $9,284-98.9% | $10,827-99.0% |