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 | $86,214 | $168,632-48.9% | $147,614-41.6% | $125,391-31.2% |
| Participation rate | 16.7% | 88.8%-72.1pp | 84.6%-68.0pp | 83.2%-66.5pp |
| Annual return | -7.31% | 77.65%-85.0pp | 61.98%-69.3pp | 282.22%-289.5pp |
| Employer contribution / active EE | $6,392 | $6,252+2.2% | $5,564+14.9% | $4,866+31.4% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $11 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |