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 5-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 | $158,688 | $117,841+34.7% | $102,423+54.9% | $145,922+8.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 4.41% | 31.65%-27.2pp | 29.32%-24.9pp | 561.29%-556.9pp |
| Employer contribution / active EE | $16,167 | $3,615+347.2% | $3,023+434.7% | $4,660+247.0% |
| Participant deferral / active EE | $10,167 | $5,731+77.4% | $5,053+101.2% | $6,688+52.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |