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 4-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 | $20,581 | $72,400-71.6% | $67,502-69.5% | $145,922-85.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | -90.95% | 7182.46%-7273.4pp | 3512.12%-3603.1pp | 561.29%-652.2pp |
| Employer contribution / active EE | $849 | $3,069-72.3% | $2,731-68.9% | $4,660-81.8% |
| Participant deferral / active EE | $2,123 | $4,783-55.6% | $4,000-46.9% | $6,688-68.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |