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 7-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 | $221,611 | $96,128+130.5% | $136,007+62.9% | $80,856+174.1% |
| Participation rate | 66.7% | 71.2%-4.6pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | -62.24% | 28.71%-90.9pp | 579.32%-641.6pp | 35.59%-97.8pp |
| Employer contribution / active EE | $4,262 | $3,351+27.2% | $4,217+1.1% | $2,755+54.7% |
| Participant deferral / active EE | $6,301 | $5,709+10.4% | $7,025-10.3% | $4,296+46.7% |
| Admin fee / account holder | $295 | $8,236-96.4% | $6,858-95.7% | $6,918-95.7% |