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 | $174,741 | $99,020+76.5% | $86,590+101.8% | $147,584+18.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | -7.69% | 1312.34%-1320.0pp | 964.84%-972.5pp | 578.55%-586.2pp |
| Employer contribution / active EE | $761 | $3,132-75.7% | $2,839-73.2% | $4,876-84.4% |
| Participant deferral / active EE | $5,200 | $3,972+30.9% | $3,609+44.1% | $5,439-4.4% |
| Admin fee / account holder | $85 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |