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 | $114,401 | $155,788-26.6% | $124,672-8.2% | $167,490-31.7% |
| Participation rate | 64.3% | 81.1%-16.8pp | 74.6%-10.3pp | 82.1%-17.8pp |
| Annual return | 3.12% | 17.97%-14.9pp | 5142.93%-5139.8pp | 478.56%-475.4pp |
| Employer contribution / active EE | $1,824 | $4,163-56.2% | $3,324-45.1% | $4,837-62.3% |
| Participant deferral / active EE | $5,073 | $5,673-10.6% | $4,614+9.9% | $6,341-20.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |