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 | $80,681 | $88,751-9.1% | $81,812-1.4% | $145,922-44.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 8.60% | 1025.40%-1016.8pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $890 | $3,083-71.1% | $2,912-69.4% | $4,660-80.9% |
| Participant deferral / active EE | $5,500 | $4,643+18.5% | $4,319+27.4% | $6,688-17.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |