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 6-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 | $145,779 | $106,543+36.8% | $91,220+59.8% | $134,475+8.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -23.04% | 160.60%-183.6pp | 114.01%-137.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $17,504 | $3,331+425.6% | $2,850+514.2% | $4,740+269.3% |
| Participant deferral / active EE | $5,317 | $4,719+12.7% | $4,234+25.6% | $6,400-16.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |