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 | $223,986 | $63,355+253.5% | $91,989+143.5% | $72,985+206.9% |
| Participation rate | 28.9% | 72.5%-43.6pp | 78.6%-49.7pp | 69.5%-40.5pp |
| Annual return | 4.77% | 35.35%-30.6pp | 69.02%-64.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |