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 7-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 | $49,067 | $175,202-72.0% | $149,673-67.2% | $139,434-64.8% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 10.65% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,547 | $5,474-71.7% | $4,818-67.9% | $4,751-67.4% |
| Participant deferral / active EE | $3,136 | $6,519-51.9% | $5,680-44.8% | $6,710-53.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |