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 7-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 | $123,179 | $167,484-26.5% | $151,611-18.8% | $134,475-8.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -29.56% | 7.80%-37.4pp | 3.33%-32.9pp | 417.96%-447.5pp |
| Employer contribution / active EE | $19,250 | $6,829+181.9% | $6,166+212.2% | $4,740+306.1% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $71 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |