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 | $140,690 | $90,600+55.3% | $79,464+77.0% | $135,375+3.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.46% | 977.43%-988.9pp | 718.14%-729.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $8,333 | $3,068+171.6% | $2,800+197.6% | $4,779+74.4% |
| Participant deferral / active EE | $5,985 | $4,050+47.8% | $3,704+61.6% | $5,609+6.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |