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 8-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 | $174,149 | $159,602+9.1% | $150,045+16.1% | $142,382+22.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.59% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,702 | $4,961-45.5% | $4,693-42.4% | $4,299-37.1% |
| Participant deferral / active EE | $11,927 | $8,310+43.5% | $7,997+49.1% | $6,507+83.3% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |