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 8-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 | $155,591 | $138,065+12.7% | $123,544+25.9% | $135,375+14.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -26.62% | 153.68%-180.3pp | 119.20%-145.8pp | 519.73%-546.4pp |
| Employer contribution / active EE | $12,650 | $5,151+145.6% | $4,628+173.3% | $4,779+164.7% |
| Participant deferral / active EE | $12,300 | $6,799+80.9% | $6,426+91.4% | $5,609+119.3% |
| Admin fee / account holder | $60 | $10,916-99.4% | $9,284-99.4% | $10,827-99.4% |