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 | $76,978 | $180,449-57.3% | $154,107-50.0% | $135,375-43.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -12.84% | 888.09%-900.9pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,650 | $6,035-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $3,437 | $5,806-40.8% | $5,081-32.4% | $5,609-38.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |