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 | $131,232 | $227,553-42.3% | $189,557-30.8% | $167,490-21.6% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 4.37% | 78.40%-74.0pp | 64.17%-59.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $3,254 | $5,316-38.8% | $4,412-26.3% | $4,837-32.7% |
| Participant deferral / active EE | $6,842 | $7,002-2.3% | $6,174+10.8% | $6,341+7.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |