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 9-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 | $135,764 | $102,966+31.9% | $90,281+50.4% | $152,861-11.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 4.56% | 95.16%-90.6pp | 78.10%-73.5pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,111 | $3,139-64.6% | $2,854-61.1% | $4,762-76.7% |
| Participant deferral / active EE | $2,772 | $4,281-35.3% | $3,885-28.7% | $5,850-52.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |