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 10-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 | $212,167 | $73,933+187.0% | $96,683+119.4% | $75,163+182.3% |
| Participation rate | 39.0% | 66.4%-27.4pp | 74.3%-35.3pp | 67.2%-28.2pp |
| Annual return | 13.06% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.6pp |
| Employer contribution / active EE | $941 | $2,928-67.9% | $3,737-74.8% | $2,670-64.8% |
| Participant deferral / active EE | $5,265 | $3,659+43.9% | $4,878+7.9% | $4,125+27.6% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |