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 9-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 | $194,403 | $133,958+45.1% | $112,228+73.2% | $134,475+44.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.21% | 47.11%-70.3pp | 27.45%-50.7pp | 417.96%-441.2pp |
| Employer contribution / active EE | $5,223 | $4,038+29.3% | $3,635+43.7% | $4,740+10.2% |
| Participant deferral / active EE | $14,441 | $5,291+173.0% | $4,728+205.4% | $6,400+125.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |