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 | $235,123 | $108,642+116.4% | $74,701+214.8% | $152,861+53.8% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.4%-62.4pp |
| Annual return | -21.71% | 114.06%-135.8pp | 752.92%-774.6pp | 345.32%-367.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $25 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |