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 | $159,360 | $105,998+50.3% | $92,233+72.8% | $147,584+8.0% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 9.61% | 50.05%-40.4pp | 176.28%-166.7pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,597 | $4,333-63.1% | $3,679-56.6% | $4,876-67.2% |
| Participant deferral / active EE | $5,387 | $4,478+20.3% | $3,897+38.2% | $5,439-1.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |