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 | $203,136 | $88,751+128.9% | $81,812+148.3% | $145,922+39.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 3.80% | 1025.40%-1021.6pp | 773.79%-770.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $9,235 | $3,083+199.5% | $2,912+217.1% | $4,660+98.2% |
| Participant deferral / active EE | $2,971 | $4,643-36.0% | $4,319-31.2% | $6,688-55.6% |
| Admin fee / account holder | $136 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |