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 | $164,280 | $95,971+71.2% | $74,550+120.4% | $135,375+21.4% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -10.94% | 56.96%-67.9pp | 32.53%-43.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $512 | $2,716-81.1% | $1,961-73.9% | $4,779-89.3% |
| Participant deferral / active EE | $5,892 | $3,843+53.3% | $3,108+89.6% | $5,609+5.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |