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 | $231,795 | $70,475+228.9% | $100,516+130.6% | $79,858+190.3% |
| Participation rate | 26.2% | 73.7%-47.5pp | 79.4%-53.2pp | 69.6%-43.4pp |
| Annual return | 3.49% | 21.90%-18.4pp | 30.89%-27.4pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |