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 | $198,622 | $89,753+121.3% | $107,525+84.7% | $84,808+134.2% |
| Participation rate | 48.1% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.2pp |
| Annual return | 12.67% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,725 | $3,113-44.6% | $3,754-54.0% | $2,631-34.4% |
| Participant deferral / active EE | $3,515 | $4,056-13.3% | $5,116-31.3% | $4,212-16.5% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |