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 4-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 | $249,886 | $99,921+150.1% | $85,009+194.0% | $145,959+71.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | -8.96% | 83.89%-92.9pp | 66.47%-75.4pp | 561.95%-570.9pp |
| Employer contribution / active EE | $5,200 | $3,233+60.9% | $2,728+90.6% | $4,661+11.6% |
| Participant deferral / active EE | $20,333 | $5,293+284.2% | $4,522+349.7% | $6,689+204.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |