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 | $120,513 | $124,281-3.0% | $109,143+10.4% | $167,490-28.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 4.58% | 26.04%-21.5pp | 25.75%-21.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $1,159 | $4,207-72.5% | $3,722-68.9% | $4,837-76.0% |
| Participant deferral / active EE | $7,251 | $5,255+38.0% | $4,653+55.8% | $6,341+14.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |