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 | $179,816 | $202,318-11.1% | $172,739+4.1% | $152,861+17.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | -5.32% | 1029.65%-1035.0pp | 802.84%-808.2pp | 345.32%-350.6pp |
| Employer contribution / active EE | $12,988 | $5,856+121.8% | $5,143+152.5% | $4,762+172.7% |
| Participant deferral / active EE | $12,375 | $5,948+108.1% | $5,198+138.1% | $5,850+111.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |