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 | $34,557 | $209,411-83.5% | $178,490-80.6% | $158,922-78.3% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -17.94% | 188.75%-206.7pp | 151.07%-169.0pp | 302.83%-320.8pp |
| Employer contribution / active EE | $1,303 | $5,706-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $5,110 | $5,954-14.2% | $5,202-1.8% | $5,982-14.6% |
| Admin fee / account holder | $80 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |