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 | $36,967 | $72,400-48.9% | $67,502-45.2% | $145,922-74.7% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | -22.62% | 7182.46%-7205.1pp | 3512.12%-3534.7pp | 561.29%-583.9pp |
| Employer contribution / active EE | $568 | $3,069-81.5% | $2,731-79.2% | $4,660-87.8% |
| Participant deferral / active EE | $1,457 | $4,783-69.5% | $4,000-63.6% | $6,688-78.2% |
| Admin fee / account holder | $25 | $5,539-99.5% | $3,998-99.4% | $13,397-99.8% |