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 | $159,901-48.5% | $146,958-44.0% | $145,922-43.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | -23.04% | 98.13%-121.2pp | 418.34%-441.4pp | 561.29%-584.3pp |
| Employer contribution / active EE | $2,146 | $5,286-59.4% | $4,933-56.5% | $4,660-53.9% |
| Participant deferral / active EE | $26,000 | $8,428+208.5% | $8,070+222.2% | $6,688+288.8% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |