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 | $179,617 | $142,344+26.2% | $119,609+50.2% | $134,475+33.6% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -21.46% | -12.44%-9.0pp | -14.97%-6.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,041 | $5,222-41.8% | $4,232-28.1% | $4,740-35.8% |
| Participant deferral / active EE | $9,077 | $6,469+40.3% | $5,602+62.0% | $6,400+41.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |