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 7-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 | $51,448 | $100,852-49.0% | $90,404-43.1% | $158,922-67.6% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.7%-10.8pp | 82.0%-20.1pp |
| Annual return | -16.72% | 1724.20%-1740.9pp | 1293.02%-1309.7pp | 302.83%-319.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,305 | $4,348-47.0% | $3,963-41.8% | $5,982-61.5% |
| Admin fee / account holder | $197 | $6,501-97.0% | $5,611-96.5% | $11,246-98.3% |