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 | $20,687 | $138,065-85.0% | $123,544-83.3% | $135,375-84.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.17% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,300 | $5,151-55.3% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $2,300 | $6,799-66.2% | $6,426-64.2% | $5,609-59.0% |
| Admin fee / account holder | $284 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |