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 3-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 | $244,547 | $95,561+155.9% | $77,163+216.9% | $139,434+75.4% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 4.53% | 54.92%-50.4pp | 37.87%-33.3pp | 372.94%-368.4pp |
| Employer contribution / active EE | $10,000 | $3,147+217.7% | $2,535+294.5% | $4,751+110.5% |
| Participant deferral / active EE | $1,225 | $4,624-73.5% | $3,833-68.0% | $6,710-81.7% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |