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 | $200,645 | $95,862+109.3% | $79,550+152.2% | $134,475+49.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -20.81% | -2.69%-18.1pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,233 | $3,128-60.6% | $2,413-48.9% | $4,740-74.0% |
| Participant deferral / active EE | $3,254 | $4,693-30.7% | $3,985-18.3% | $6,400-49.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |