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 | $94,833 | $84,402+12.4% | $61,373+54.5% | $134,475-29.5% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -22.57% | 584.55%-607.1pp | 338.61%-361.2pp | 417.96%-440.5pp |
| Employer contribution / active EE | $748 | $1,544-51.5% | $1,159-35.5% | $4,740-84.2% |
| Participant deferral / active EE | $3,183 | $2,819+12.9% | $2,125+49.8% | $6,400-50.3% |
| Admin fee / account holder | $245 | $2,585-90.5% | $2,130-88.5% | $11,426-97.9% |