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 3-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 | $33,565 | $156,846-78.6% | $121,098-72.3% | $139,434-75.9% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 8.92% | 1474.56%-1465.6pp | 985.75%-976.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,249 | $5,536+49.0% | $4,164+98.1% | $4,751+73.6% |
| Participant deferral / active EE | $7,447 | $4,844+53.7% | $4,080+82.5% | $6,710+11.0% |
| Admin fee / account holder | $5 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |