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 7-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 | $146,772 | $106,515+37.8% | $96,683+51.8% | $139,434+5.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.26% | 38.43%-30.2pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,200 | $4,103-70.8% | $3,737-67.9% | $4,751-74.7% |
| Participant deferral / active EE | $9,500 | $5,454+74.2% | $4,878+94.7% | $6,710+41.6% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |