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 8-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 | $112,142 | $106,890+4.9% | $84,015+33.5% | $152,861-26.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 0.48% | 104.99%-104.5pp | 71.31%-70.8pp | 345.32%-344.8pp |
| Employer contribution / active EE | $9,672 | $2,734+253.7% | $1,983+387.6% | $4,762+103.1% |
| Participant deferral / active EE | $6,250 | $4,011+55.8% | $3,239+93.0% | $5,850+6.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |