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 10-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 | $90,272 | $175,202-48.5% | $149,673-39.7% | $139,434-35.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -61.02% | 166.71%-227.7pp | 134.42%-195.4pp | 372.94%-434.0pp |
| Employer contribution / active EE | $1,233 | $5,474-77.5% | $4,818-74.4% | $4,751-74.1% |
| Participant deferral / active EE | $11,250 | $6,519+72.6% | $5,680+98.1% | $6,710+67.7% |
| Admin fee / account holder | $49 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |