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 | $161,322 | $109,817+46.9% | $98,442+63.9% | $167,490-3.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 1.78% | 1956.69%-1954.9pp | 1492.73%-1490.9pp | 478.56%-476.8pp |
| Employer contribution / active EE | $15,167 | $3,224+370.4% | $2,960+412.4% | $4,837+213.5% |
| Participant deferral / active EE | $15,167 | $4,673+224.5% | $4,276+254.7% | $6,341+139.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |