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 4-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 | $163,944 | $70,756+131.7% | $65,493+150.3% | $142,382+15.1% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 9.31% | 1754.89%-1745.6pp | 982.45%-973.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,407 | $2,881-51.1% | $2,574-45.3% | $4,299-67.3% |
| Participant deferral / active EE | $8,326 | $4,637+79.5% | $3,961+110.2% | $6,507+28.0% |
| Admin fee / account holder | $26 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |