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 | $232,621 | $180,449+28.9% | $154,107+50.9% | $135,375+71.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.47% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,936 | $6,035-67.9% | $5,298-63.5% | $4,779-59.5% |
| Participant deferral / active EE | $8,250 | $5,806+42.1% | $5,081+62.4% | $5,609+47.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |