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 7-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 | $36,474 | $109,327-66.6% | $89,391-59.2% | $158,922-77.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 3.12% | 345.68%-342.6pp | 245.62%-242.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,019 | $3,170-36.3% | $2,586-21.9% | $4,761-57.6% |
| Participant deferral / active EE | $14,745 | $4,598+220.7% | $3,890+279.1% | $5,982+146.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |