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 9-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 | $240,720 | $80,717+198.2% | $154,803+55.5% | $84,808+183.8% |
| Participation rate | 15.2% | 66.8%-51.6pp | 78.1%-62.9pp | 68.3%-53.1pp |
| Annual return | 12.27% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $598 | $2,761-78.4% | $4,305-86.1% | $2,631-77.3% |
| Participant deferral / active EE | $2,821 | $3,303-14.6% | $5,540-49.1% | $4,212-33.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |