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 | $176,917 | $135,635+30.4% | $110,238+60.5% | $135,375+30.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -8.77% | 513.19%-522.0pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,616 | $4,906-67.1% | $3,826-57.8% | $4,779-66.2% |
| Participant deferral / active EE | $4,478 | $5,506-18.7% | $4,672-4.1% | $5,609-20.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |