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 | $82,354 | $159,934-48.5% | $147,005-44.0% | $145,959-43.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | -23.04% | 98.24%-121.3pp | 418.76%-441.8pp | 561.95%-585.0pp |
| Employer contribution / active EE | $2,146 | $5,287-59.4% | $4,934-56.5% | $4,661-53.9% |
| Participant deferral / active EE | $26,000 | $8,427+208.5% | $8,070+222.2% | $6,689+288.7% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,398-99.9% |