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 | $70,450 | $202,318-65.2% | $172,739-59.2% | $152,861-53.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 10.71% | 1029.65%-1018.9pp | 802.84%-792.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $17,556 | $5,856+199.8% | $5,143+241.4% | $4,762+268.6% |
| Participant deferral / active EE | $9,667 | $5,948+62.5% | $5,198+86.0% | $5,850+65.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |