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 | $182,099 | $171,865+6.0% | $149,718+21.6% | $147,584+23.4% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 0.74% | 2113.22%-2112.5pp | 1501.63%-1500.9pp | 578.55%-577.8pp |
| Employer contribution / active EE | $1,392 | $6,275-77.8% | $5,445-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $6,400 | $7,271-12.0% | $6,569-2.6% | $5,439+17.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |