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 | $108,664 | $68,097+59.6% | $62,929+72.7% | $137,256-20.8% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 5.64% | 1859.11%-1853.5pp | 1063.93%-1058.3pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,106 | $2,811-60.7% | $2,505-55.9% | $4,156-73.4% |
| Participant deferral / active EE | $1,382 | $4,553-69.6% | $3,888-64.5% | $6,407-78.4% |
| Admin fee / account holder | $83 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |