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 | $159,436 | $90,600+76.0% | $79,464+100.6% | $135,375+17.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -12.72% | 977.43%-990.2pp | 718.14%-730.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $3,590 | $3,068+17.0% | $2,800+28.2% | $4,779-24.9% |
| Participant deferral / active EE | $8,041 | $4,050+98.5% | $3,704+117.1% | $5,609+43.4% |
| Admin fee / account holder | $98 | $5,907-98.3% | $5,113-98.1% | $10,827-99.1% |