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 | $143,499 | $135,952+5.6% | $123,892+15.8% | $273,961-47.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -15.16% | 56.63%-71.8pp | 47.52%-62.7pp | 41.45%-56.6pp |
| Employer contribution / active EE | $1,725 | $5,170-66.6% | $4,617-62.6% | $4,869-64.6% |
| Participant deferral / active EE | $7,188 | $6,343+13.3% | $5,984+20.1% | $5,287+35.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |