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 8-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 | $37,709 | $70,606-46.6% | $53,898-30.0% | $142,382-73.5% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | -72.53% | 619.81%-692.3pp | 528.60%-601.1pp | 217.08%-289.6pp |
| Employer contribution / active EE | $219 | $1,202-81.8% | $932-76.6% | $4,299-94.9% |
| Participant deferral / active EE | $250 | $2,364-89.4% | $1,826-86.3% | $6,507-96.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |