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 | $198,923 | $111,754+78.0% | $103,333+92.5% | $145,922+36.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 4.65% | 24.77%-20.1pp | 24.88%-20.2pp | 561.29%-556.6pp |
| Employer contribution / active EE | $1,719 | $4,212-59.2% | $3,868-55.6% | $4,660-63.1% |
| Participant deferral / active EE | $13,143 | $5,619+133.9% | $5,057+159.9% | $6,688+96.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |