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 6-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 | $122,675 | $100,773+21.7% | $88,946+37.9% | $142,382-13.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 6.40% | 70.18%-63.8pp | 57.82%-51.4pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,292 | $2,918-55.7% | $2,555-49.4% | $4,299-70.0% |
| Participant deferral / active EE | $10,343 | $5,230+97.8% | $4,581+125.8% | $6,507+58.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |