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 | $222,677 | $111,724+99.3% | $93,606+137.9% | $145,922+52.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 0.01% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,241 | $3,090-59.8% | $2,420-48.7% | $4,660-73.4% |
| Participant deferral / active EE | $10,167 | $4,912+107.0% | $4,411+130.5% | $6,688+52.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |