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 8-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 | $148,127 | $127,386+16.3% | $115,037+28.8% | $125,391+18.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -20.68% | 31.28%-52.0pp | 26.14%-46.8pp | 282.22%-302.9pp |
| Employer contribution / active EE | $1,800 | $5,166-65.2% | $4,608-60.9% | $4,866-63.0% |
| Participant deferral / active EE | $7,500 | $6,423+16.8% | $6,026+24.5% | $5,352+40.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |