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 | $130,991 | $105,630+24.0% | $87,507+49.7% | $273,961-52.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 73.8%-48.8pp | 83.0%-58.0pp |
| Annual return | -12.68% | 12.25%-24.9pp | 12.21%-24.9pp | 41.45%-54.1pp |
| Employer contribution / active EE | $1,213 | $3,141-61.4% | $2,550-52.4% | $4,869-75.1% |
| Participant deferral / active EE | $4,500 | $3,601+25.0% | $3,149+42.9% | $5,287-14.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |