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 | $121,051 | $149,734-19.2% | $118,925+1.8% | $158,922-23.8% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 0.32% | 19.95%-19.6pp | 35.88%-35.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $12,000 | $4,115+191.6% | $3,263+267.8% | $4,761+152.0% |
| Participant deferral / active EE | $24,000 | $5,223+359.5% | $4,265+462.7% | $5,982+301.2% |
| Admin fee / account holder | $50 | $8,603-99.4% | $6,581-99.2% | $11,246-99.6% |