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 7-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 | $26,576 | $189,613-86.0% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 9.95% | 2024.68%-2014.7pp | 1615.79%-1605.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,560 | $4,349-64.1% | $3,882-59.8% | $4,299-63.7% |
| Participant deferral / active EE | $1,776 | $6,981-74.6% | $6,405-72.3% | $6,507-72.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |