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 | $37,875 | $190,805-80.2% | $159,960-76.3% | $134,475-71.8% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -33.49% | 552.23%-585.7pp | 408.60%-442.1pp | 417.96%-451.5pp |
| Employer contribution / active EE | $1,360 | $4,995-72.8% | $4,226-67.8% | $4,740-71.3% |
| Participant deferral / active EE | $2,842 | $6,923-58.9% | $6,182-54.0% | $6,400-55.6% |
| Admin fee / account holder | $25 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |