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 | $193,419 | $167,307+15.6% | $143,757+34.5% | $134,475+43.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -32.48% | 0.46%-32.9pp | -0.04%-32.4pp | 417.96%-450.4pp |
| Employer contribution / active EE | $13,077 | $5,619+132.7% | $4,951+164.1% | $4,740+175.9% |
| Participant deferral / active EE | $3,827 | $6,446-40.6% | $5,637-32.1% | $6,400-40.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |