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 | $132,304 | $138,065-4.2% | $123,544+7.1% | $135,375-2.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -11.00% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,362 | $5,151-73.6% | $4,628-70.6% | $4,779-71.5% |
| Participant deferral / active EE | $4,543 | $6,799-33.2% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $90 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |