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 | $245,512 | $100,901+143.3% | $75,670+224.5% | $147,584+66.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | -9.12% | 35.78%-44.9pp | 27.34%-36.5pp | 578.55%-587.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |