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 | $103,710 | $168,632-38.5% | $147,614-29.7% | $125,391-17.3% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -11.38% | 77.65%-89.0pp | 61.98%-73.4pp | 282.22%-293.6pp |
| Employer contribution / active EE | $1,700 | $6,252-72.8% | $5,564-69.5% | $4,866-65.1% |
| Participant deferral / active EE | $6,969 | $5,507+26.6% | $4,895+42.4% | $5,352+30.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |