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 | $242,403 | $165,912+46.1% | $122,332+98.2% | $147,584+64.2% |
| Participation rate | 11.8% | 79.6%-67.8pp | 71.6%-59.9pp | 82.8%-71.1pp |
| Annual return | 4.47% | 34.55%-30.1pp | 30.27%-25.8pp | 578.55%-574.1pp |
| Employer contribution / active EE | $251 | $5,754-95.6% | $4,050-93.8% | $4,876-94.9% |
| Participant deferral / active EE | $2,471 | $4,005-38.3% | $3,287-24.8% | $5,439-54.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |