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 6-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 | $56,536 | $109,817-48.5% | $98,442-42.6% | $167,490-66.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 8.19% | 1956.69%-1948.5pp | 1492.73%-1484.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $5,592 | $3,224+73.5% | $2,960+88.9% | $4,837+15.6% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,341+53.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |