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 | $177,986 | $114,047+56.1% | $96,139+85.1% | $167,490+6.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 6.73% | 189.88%-183.2pp | 191.94%-185.2pp | 478.56%-471.8pp |
| Employer contribution / active EE | $1,087 | $3,427-68.3% | $2,797-61.1% | $4,837-77.5% |
| Participant deferral / active EE | $8,667 | $5,194+66.9% | $4,349+99.3% | $6,341+36.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |