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 6-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 | $219,348 | $124,281+76.5% | $109,143+101.0% | $167,490+31.0% |
| Participation rate | 8.3% | 79.4%-71.1pp | 75.9%-67.5pp | 82.1%-73.8pp |
| Annual return | -17.91% | 26.04%-43.9pp | 25.75%-43.7pp | 478.56%-496.5pp |
| Employer contribution / active EE | $991 | $4,207-76.4% | $3,722-73.4% | $4,837-79.5% |
| Participant deferral / active EE | $1,765 | $5,255-66.4% | $4,653-62.1% | $6,341-72.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |