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 8-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 | $179,252 | $99,921+79.4% | $85,009+110.9% | $145,959+22.8% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.4pp | 80.3%-33.2pp |
| Annual return | -10.49% | 83.89%-94.4pp | 66.47%-77.0pp | 561.95%-572.4pp |
| Employer contribution / active EE | $1,142 | $3,233-64.7% | $2,728-58.2% | $4,661-75.5% |
| Participant deferral / active EE | $3,950 | $5,293-25.4% | $4,522-12.6% | $6,689-40.9% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |