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 | $168,450 | $87,540+92.4% | $75,781+122.3% | $125,391+34.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -15.03% | 13.48%-28.5pp | 9.68%-24.7pp | 282.22%-297.3pp |
| Employer contribution / active EE | $1,674 | $3,930-57.4% | $3,323-49.6% | $4,866-65.6% |
| Participant deferral / active EE | $15,333 | $4,229+262.6% | $3,651+319.9% | $5,352+186.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |