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 | $189,348 | $189,613-0.1% | $167,512+13.0% | $142,382+33.0% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 9.34% | 2024.68%-2015.3pp | 1615.79%-1606.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,430 | $4,349-21.1% | $3,882-11.6% | $4,299-20.2% |
| Participant deferral / active EE | $5,038 | $6,981-27.8% | $6,405-21.3% | $6,507-22.6% |
| Admin fee / account holder | $44 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |