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 | $95,585 | $168,632-43.3% | $147,614-35.2% | $125,391-23.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -6.14% | 77.65%-83.8pp | 61.98%-68.1pp | 282.22%-288.4pp |
| Employer contribution / active EE | $2,877 | $6,252-54.0% | $5,564-48.3% | $4,866-40.9% |
| Participant deferral / active EE | $7,311 | $5,507+32.8% | $4,895+49.3% | $5,352+36.6% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,611-98.4% | $9,540-98.0% |