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 | $64,127 | $159,901-59.9% | $146,958-56.4% | $145,922-56.1% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 6.84% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,449 | $5,286-72.6% | $4,933-70.6% | $4,660-68.9% |
| Participant deferral / active EE | $4,950 | $8,428-41.3% | $8,070-38.7% | $6,688-26.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |