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 | $65,064 | $109,982-40.8% | $97,226-33.1% | $145,922-55.4% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | -12.77% | 242.90%-255.7pp | 75.13%-87.9pp | 561.29%-574.1pp |
| Employer contribution / active EE | $3,335 | $3,084+8.2% | $2,729+22.2% | $4,660-28.4% |
| Participant deferral / active EE | $6,679 | $4,676+42.8% | $4,264+56.6% | $6,688-0.1% |
| Admin fee / account holder | $138 | $6,221-97.8% | $5,654-97.6% | $13,397-99.0% |