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 | $22,107 | $152,509-85.5% | $117,472-81.2% | $134,475-83.6% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -43.96% | 52.99%-97.0pp | 29.74%-73.7pp | 417.96%-461.9pp |
| Employer contribution / active EE | $535 | $5,571-90.4% | $4,176-87.2% | $4,740-88.7% |
| Participant deferral / active EE | $8,086 | $4,818+67.8% | $4,070+98.7% | $6,400+26.4% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |