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 | $211,997 | $117,859+79.9% | $102,438+107.0% | $145,959+45.2% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | -53.62% | 31.72%-85.3pp | 29.37%-83.0pp | 561.95%-615.6pp |
| Employer contribution / active EE | $1,025 | $3,615-71.7% | $3,024-66.1% | $4,661-78.0% |
| Participant deferral / active EE | $4,028 | $5,732-29.7% | $5,054-20.3% | $6,689-39.8% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |