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 3-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 | $240,530 | $210,408+14.3% | $153,485+56.7% | $145,922+64.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -51.92% | 13.37%-65.3pp | 15.65%-67.6pp | 561.29%-613.2pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |