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 | $212,936 | $90,503+135.3% | $78,689+170.6% | $273,961-22.3% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | -8.08% | 75.60%-83.7pp | 62.18%-70.3pp | 41.45%-49.5pp |
| Employer contribution / active EE | $1,514 | $3,176-52.3% | $2,851-46.9% | $4,869-68.9% |
| Participant deferral / active EE | $2,571 | $3,901-34.1% | $3,517-26.9% | $5,287-51.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |