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 | $192,750 | $150,187+28.3% | $120,354+60.2% | $145,922+32.1% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 1.15% | 154.07%-152.9pp | 107.15%-106.0pp | 561.29%-560.1pp |
| Employer contribution / active EE | $1,750 | $4,348-59.7% | $3,463-49.5% | $4,660-62.4% |
| Participant deferral / active EE | $4,300 | $6,173-30.3% | $4,991-13.8% | $6,688-35.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |