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 | $186,738 | $217,402-14.1% | $185,823+0.5% | $167,490+11.5% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 5.84% | 148.36%-142.5pp | 122.05%-116.2pp | 478.56%-472.7pp |
| Employer contribution / active EE | $4,537 | $5,873-22.8% | $5,167-12.2% | $4,837-6.2% |
| Participant deferral / active EE | $11,908 | $6,356+87.3% | $5,568+113.9% | $6,341+87.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |