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 | $22,283 | $138,065-83.9% | $123,544-82.0% | $135,375-83.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.63% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,170 | $5,151-77.3% | $4,628-74.7% | $4,779-75.5% |
| Participant deferral / active EE | $6,021 | $6,799-11.4% | $6,426-6.3% | $5,609+7.4% |
| Admin fee / account holder | $120 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |