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 9-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 | $200,025 | $167,307+19.6% | $143,757+39.1% | $134,475+48.7% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -52.47% | 0.46%-52.9pp | -0.04%-52.4pp | 417.96%-470.4pp |
| Employer contribution / active EE | $2,002 | $5,619-64.4% | $4,951-59.6% | $4,740-57.8% |
| Participant deferral / active EE | $5,529 | $6,446-14.2% | $5,637-1.9% | $6,400-13.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |