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 | $202,213 | $99,020+104.2% | $86,590+133.5% | $147,584+37.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | -0.33% | 1312.34%-1312.7pp | 964.84%-965.2pp | 578.55%-578.9pp |
| Employer contribution / active EE | $801 | $3,132-74.4% | $2,839-71.8% | $4,876-83.6% |
| Participant deferral / active EE | $3,005 | $3,972-24.3% | $3,609-16.7% | $5,439-44.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |