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 | $166,791 | $106,515+56.6% | $96,683+72.5% | $139,434+19.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | -44.22% | 38.43%-82.6pp | 35.69%-79.9pp | 372.94%-417.2pp |
| Employer contribution / active EE | $2,847 | $4,103-30.6% | $3,737-23.8% | $4,751-40.1% |
| Participant deferral / active EE | $13,250 | $5,454+142.9% | $4,878+171.6% | $6,710+97.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |