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 | $195,934 | $163,101+20.1% | $136,749+43.3% | $142,382+37.6% |
| Participation rate | 0.0% | 78.2%-78.2pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 3.52% | 27.54%-24.0pp | 24.33%-20.8pp | 217.08%-213.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $24,000 | $5,585+329.7% | $4,692+411.5% | $6,507+268.8% |
| Admin fee / account holder | $50 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |