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 | $31,837 | $180,449-82.4% | $154,107-79.3% | $135,375-76.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -19.36% | 888.09%-907.4pp | 735.12%-754.5pp | 519.73%-539.1pp |
| Employer contribution / active EE | $2,331 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $12,606 | $5,806+117.1% | $5,081+148.1% | $5,609+124.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |