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 | $154,857 | $99,020+56.4% | $86,590+78.8% | $147,584+4.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 3.20% | 1312.34%-1309.1pp | 964.84%-961.6pp | 578.55%-575.3pp |
| Employer contribution / active EE | $241 | $3,132-92.3% | $2,839-91.5% | $4,876-95.1% |
| Participant deferral / active EE | $5,667 | $3,972+42.7% | $3,609+57.1% | $5,439+4.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |