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 | $139,876 | $138,065+1.3% | $123,544+13.2% | $135,375+3.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.63% | 153.68%-168.3pp | 119.20%-133.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $3,720 | $5,151-27.8% | $4,628-19.6% | $4,779-22.2% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |