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 | $131,490 | $54,350+141.9% | $82,719+59.0% | $68,494+92.0% |
| Participation rate | 52.9% | 63.9%-11.0pp | 72.6%-19.6pp | 67.9%-14.9pp |
| Annual return | -31.55% | -13.67%-17.9pp | 701.18%-732.7pp | -7.84%-23.7pp |
| Employer contribution / active EE | $3,129 | $2,218+41.1% | $3,009+4.0% | $2,596+20.5% |
| Participant deferral / active EE | $6,007 | $3,246+85.1% | $4,395+36.7% | $4,027+49.2% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |