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 | $166,470 | $202,318-17.7% | $172,739-3.6% | $152,861+8.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 3.89% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,839 | $5,856-51.5% | $5,143-44.8% | $4,762-40.4% |
| Participant deferral / active EE | $4,744 | $5,948-20.2% | $5,198-8.7% | $5,850-18.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |