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 | $21,756 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -22.21% | 750.33%-772.5pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,472 | $5,243-71.9% | $4,814-69.4% | $4,740-68.9% |
| Participant deferral / active EE | $3,941 | $7,799-49.5% | $7,446-47.1% | $6,400-38.4% |
| Admin fee / account holder | $235 | $11,571-98.0% | $10,010-97.6% | $11,426-97.9% |