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 | $233,579 | $94,752+146.5% | $112,887+106.9% | $139,434+67.5% |
| Participation rate | 56.3% | 81.3%-25.0pp | 80.5%-24.3pp | 80.3%-24.1pp |
| Annual return | 8.10% | 40.88%-32.8pp | 34.10%-26.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $4,216 | $4,625-8.8% | $4,563-7.6% | $4,751-11.3% |
| Participant deferral / active EE | $8,936 | $6,512+37.2% | $6,513+37.2% | $6,710+33.2% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |