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 | $99,356 | $138,044-28.0% | $125,339-20.7% | $134,475-26.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.02% | 750.33%-772.3pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,485 | $5,243-52.6% | $4,814-48.4% | $4,740-47.6% |
| Participant deferral / active EE | $9,436 | $7,799+21.0% | $7,446+26.7% | $6,400+47.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |