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 | $54,520 | $156,846-65.2% | $121,098-55.0% | $139,434-60.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -4.34% | 1474.56%-1478.9pp | 985.75%-990.1pp | 372.94%-377.3pp |
| Employer contribution / active EE | $2,080 | $5,536-62.4% | $4,164-50.0% | $4,751-56.2% |
| Participant deferral / active EE | $4,500 | $4,844-7.1% | $4,080+10.3% | $6,710-32.9% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |