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 5-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 | $58,397 | $138,044-57.7% | $125,339-53.4% | $134,475-56.6% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-53.9pp |
| Annual return | -26.81% | 750.33%-777.1pp | 572.05%-598.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $1,570 | $5,243-70.1% | $4,814-67.4% | $4,740-66.9% |
| Participant deferral / active EE | $6,790 | $7,799-12.9% | $7,446-8.8% | $6,400+6.1% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |