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 | $89,959 | $84,402+6.6% | $61,373+46.6% | $134,475-33.1% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -31.05% | 584.55%-615.6pp | 338.61%-369.7pp | 417.96%-449.0pp |
| Employer contribution / active EE | $338 | $1,544-78.1% | $1,159-70.8% | $4,740-92.9% |
| Participant deferral / active EE | $2,889 | $2,819+2.5% | $2,125+36.0% | $6,400-54.9% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |