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 | $70,372 | $48,046+46.5% | $84,611-16.8% | $72,985-3.6% |
| Participation rate | 64.0% | 57.6%+6.4pp | 68.2%-4.2pp | 69.5%-5.5pp |
| Annual return | 6.30% | 37.38%-31.1pp | 258.74%-252.4pp | 81.00%-74.7pp |
| Employer contribution / active EE | $5,721 | $1,602+257.2% | $2,652+115.7% | $2,440+134.5% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $273 | $3,395-92.0% | $4,912-94.5% | $5,124-94.7% |