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 | $76,997 | $138,065-44.2% | $123,544-37.7% | $135,375-43.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.66% | 153.68%-165.3pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $6,988 | $5,151+35.7% | $4,628+51.0% | $4,779+46.2% |
| Participant deferral / active EE | $11,022 | $6,799+62.1% | $6,426+71.5% | $5,609+96.5% |
| Admin fee / account holder | $260 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |