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 | $76,431 | $150,440-49.2% | $136,294-43.9% | $147,584-48.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 8.16% | 1049.08%-1040.9pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $6,667 | $5,256+26.8% | $4,695+42.0% | $4,876+36.7% |
| Participant deferral / active EE | $6,392 | $6,630-3.6% | $6,247+2.3% | $5,439+17.5% |
| Admin fee / account holder | $274 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |