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 | $140,691 | $180,449-22.0% | $154,107-8.7% | $135,375+3.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -10.09% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,489 | $6,035-75.3% | $5,298-71.9% | $4,779-68.9% |
| Participant deferral / active EE | $2,750 | $5,806-52.6% | $5,081-45.9% | $5,609-51.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |