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 | $34,718 | $105,126-67.0% | $94,646-63.3% | $139,434-75.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 9.67% | 38.03%-28.4pp | 156.71%-147.0pp | 372.94%-363.3pp |
| Employer contribution / active EE | $3,370 | $4,106-17.9% | $3,672-8.2% | $4,751-29.1% |
| Participant deferral / active EE | $4,305 | $7,599-43.4% | $7,418-42.0% | $6,710-35.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |