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 | $114,492 | $171,865-33.4% | $149,718-23.5% | $147,584-22.4% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 7.13% | 2113.22%-2106.1pp | 1501.63%-1494.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $3,001 | $6,275-52.2% | $5,445-44.9% | $4,876-38.4% |
| Participant deferral / active EE | $3,001 | $7,271-58.7% | $6,569-54.3% | $5,439-44.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |