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 | $166,093 | $150,187+10.6% | $120,354+38.0% | $145,922+13.8% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 5.48% | 154.07%-148.6pp | 107.15%-101.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $24,000 | $6,173+288.8% | $4,991+380.9% | $6,688+258.9% |
| Admin fee / account holder | $50 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |