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 | $35,313 | $185,200-80.9% | $142,863-75.3% | $167,490-78.9% |
| Participation rate | 28.6% | 78.4%-49.9pp | 71.9%-43.4pp | 82.1%-53.5pp |
| Annual return | -8.05% | 8555.70%-8563.7pp | 5637.54%-5645.6pp | 478.56%-486.6pp |
| Employer contribution / active EE | $1,188 | $5,604-78.8% | $4,144-71.3% | $4,837-75.4% |
| Participant deferral / active EE | $857 | $4,494-80.9% | $3,837-77.7% | $6,341-86.5% |
| Admin fee / account holder | $3 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |