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 | $33,498 | $81,625-59.0% | $58,482-42.7% | $139,434-76.0% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -83.98% | 7404.20%-7488.2pp | 4239.32%-4323.3pp | 372.94%-456.9pp |
| Employer contribution / active EE | $695 | $1,398-50.3% | $1,053-34.0% | $4,751-85.4% |
| Participant deferral / active EE | $868 | $2,557-66.0% | $1,924-54.9% | $6,710-87.1% |
| Admin fee / account holder | $87 | $3,265-97.3% | $2,516-96.5% | $11,403-99.2% |