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 | $196,748 | $129,942+51.4% | $104,294+88.6% | $134,475+46.3% |
| Participation rate | 31.3% | 79.5%-48.3pp | 73.3%-42.0pp | 81.2%-50.0pp |
| Annual return | -21.58% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $861 | $4,184-79.4% | $3,372-74.5% | $4,740-81.8% |
| Participant deferral / active EE | $6,611 | $5,588+18.3% | $4,625+42.9% | $6,400+3.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |