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 | $103,600 | $68,097+52.1% | $62,929+64.6% | $137,256-24.5% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 3.71% | 1859.11%-1855.4pp | 1063.93%-1060.2pp | 220.34%-216.6pp |
| Employer contribution / active EE | $797 | $2,811-71.7% | $2,505-68.2% | $4,156-80.8% |
| Participant deferral / active EE | $797 | $4,553-82.5% | $3,888-79.5% | $6,407-87.6% |
| Admin fee / account holder | $30 | $6,521-99.5% | $5,065-99.4% | $12,270-99.8% |