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 | $102,900 | $74,888+37.4% | $71,209+44.5% | $142,382-27.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 9.65% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,378 | $2,854-51.7% | $2,721-49.4% | $4,299-68.0% |
| Participant deferral / active EE | $5,915 | $4,454+32.8% | $4,175+41.7% | $6,507-9.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |