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 | $231,667 | $100,852+129.7% | $90,404+156.3% | $158,922+45.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -6.22% | 1724.20%-1730.4pp | 1293.02%-1299.2pp | 302.83%-309.0pp |
| Employer contribution / active EE | $589 | $3,689-84.0% | $3,262-81.9% | $4,761-87.6% |
| Participant deferral / active EE | $1,675 | $4,348-61.5% | $3,963-57.7% | $5,982-72.0% |
| Admin fee / account holder | $159 | $6,501-97.5% | $5,611-97.2% | $11,246-98.6% |