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 | $108,038 | $180,449-40.1% | $154,107-29.9% | $135,375-20.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -13.08% | 888.09%-901.2pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $6,597 | $6,035+9.3% | $5,298+24.5% | $4,779+38.1% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $231 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |