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 10-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 | $58,068 | $168,632-65.6% | $147,614-60.7% | $125,391-53.7% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -3.78% | 77.65%-81.4pp | 61.98%-65.8pp | 282.22%-286.0pp |
| Employer contribution / active EE | $9,127 | $6,252+46.0% | $5,564+64.0% | $4,866+87.6% |
| Participant deferral / active EE | $1,800 | $5,507-67.3% | $4,895-63.2% | $5,352-66.4% |
| Admin fee / account holder | $221 | $13,580-98.4% | $11,611-98.1% | $9,540-97.7% |