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 | $240,556 | $81,625+194.7% | $58,482+311.3% | $139,434+72.5% |
| Participation rate | 7.7% | 61.3%-53.6pp | 50.9%-43.2pp | 80.3%-72.6pp |
| Annual return | 5.62% | 7404.20%-7398.6pp | 4239.32%-4233.7pp | 372.94%-367.3pp |
| Employer contribution / active EE | $312 | $1,398-77.7% | $1,053-70.3% | $4,751-93.4% |
| Participant deferral / active EE | $2,308 | $2,557-9.7% | $1,924+20.0% | $6,710-65.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |