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 5-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 | $110,117 | $159,901-31.1% | $146,958-25.1% | $145,922-24.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.77% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,512 | $5,286-33.6% | $4,933-28.8% | $4,660-24.6% |
| Participant deferral / active EE | $15,582 | $8,428+84.9% | $8,070+93.1% | $6,688+133.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |