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 | $67,264 | $168,632-60.1% | $147,614-54.4% | $125,391-46.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -14.50% | 77.65%-92.1pp | 61.98%-76.5pp | 282.22%-296.7pp |
| Employer contribution / active EE | $4,300 | $6,252-31.2% | $5,564-22.7% | $4,866-11.6% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |