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 | $171,966 | $105,998+62.2% | $92,233+86.4% | $147,584+16.5% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 6.64% | 50.05%-43.4pp | 176.28%-169.6pp | 578.55%-571.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,275 | $4,478-4.5% | $3,897+9.7% | $5,439-21.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |