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 | $234,926 | $148,534+58.2% | $135,903+72.9% | $139,434+68.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 0.87% | 79.19%-78.3pp | 68.23%-67.4pp | 372.94%-372.1pp |
| Employer contribution / active EE | $1,323 | $5,243-74.8% | $4,856-72.8% | $4,751-72.2% |
| Participant deferral / active EE | $3,390 | $8,100-58.1% | $7,758-56.3% | $6,710-49.5% |
| Admin fee / account holder | $285 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |