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 9-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 | $31,906 | $190,805-83.3% | $159,960-80.1% | $134,475-76.3% |
| Participation rate | 47.1% | 81.9%-34.9pp | 78.0%-30.9pp | 81.2%-34.2pp |
| Annual return | -21.46% | 552.23%-573.7pp | 408.60%-430.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $699 | $4,995-86.0% | $4,226-83.5% | $4,740-85.3% |
| Participant deferral / active EE | $3,358 | $6,923-51.5% | $6,182-45.7% | $6,400-47.5% |
| Admin fee / account holder | $178 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |