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 | $66,263 | $202,318-67.2% | $172,739-61.6% | $152,861-56.7% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.4%-60.2pp |
| Annual return | 1.62% | 1029.65%-1028.0pp | 802.84%-801.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $2,489 | $5,856-57.5% | $5,143-51.6% | $4,762-47.7% |
| Participant deferral / active EE | $4,889 | $5,948-17.8% | $5,198-5.9% | $5,850-16.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |