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 | $26,477 | $138,044-80.8% | $125,339-78.9% | $134,475-80.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.05% | 750.33%-777.4pp | 572.05%-599.1pp | 417.96%-445.0pp |
| Employer contribution / active EE | $1,634 | $5,243-68.8% | $4,814-66.0% | $4,740-65.5% |
| Participant deferral / active EE | $7,251 | $7,799-7.0% | $7,446-2.6% | $6,400+13.3% |
| Admin fee / account holder | $128 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |