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 | $243,095 | $133,958+81.5% | $112,228+116.6% | $134,475+80.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -21.23% | 47.11%-68.3pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,253 | $4,038+5.3% | $3,635+17.0% | $4,740-10.3% |
| Participant deferral / active EE | $6,943 | $5,291+31.2% | $4,728+46.9% | $6,400+8.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |