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 | $218,117 | $100,852+116.3% | $90,404+141.3% | $158,922+37.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | -3.70% | 1724.20%-1727.9pp | 1293.02%-1296.7pp | 302.83%-306.5pp |
| Employer contribution / active EE | $535 | $3,689-85.5% | $3,262-83.6% | $4,761-88.8% |
| Participant deferral / active EE | $6,250 | $4,348+43.8% | $3,963+57.7% | $5,982+4.5% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |