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 | $209,642 | $183,519+14.2% | $155,509+34.8% | $145,922+43.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.13% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.2pp |
| Employer contribution / active EE | $20,235 | $5,313+280.9% | $4,672+333.1% | $4,660+334.3% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $3 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |