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 7-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 | $249,717 | $109,327+128.4% | $89,391+179.4% | $158,922+57.1% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | -1.18% | 345.68%-346.9pp | 245.62%-246.8pp | 302.83%-304.0pp |
| Employer contribution / active EE | $1,441 | $3,170-54.5% | $2,586-44.3% | $4,761-69.7% |
| Participant deferral / active EE | $3,781 | $4,598-17.8% | $3,890-2.8% | $5,982-36.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |