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 3-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 | $85,692 | $111,754-23.3% | $103,333-17.1% | $145,922-41.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 2.99% | 24.77%-21.8pp | 24.88%-21.9pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,276 | $4,212-69.7% | $3,868-67.0% | $4,660-72.6% |
| Participant deferral / active EE | $13,000 | $5,619+131.4% | $5,057+157.0% | $6,688+94.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |