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 | $181,106 | $127,386+42.2% | $115,037+57.4% | $125,391+44.4% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.67% | 31.28%-35.9pp | 26.14%-30.8pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,377 | $5,166-73.4% | $4,608-70.1% | $4,866-71.7% |
| Participant deferral / active EE | $10,000 | $6,423+55.7% | $6,026+65.9% | $5,352+86.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |