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 | $53,055 | $78,672-32.6% | $109,143-51.4% | $85,850-38.2% |
| Participation rate | 48.3% | 68.3%-20.0pp | 75.9%-27.6pp | 69.3%-21.0pp |
| Annual return | 11.03% | 25.09%-14.1pp | 25.75%-14.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,324 | $2,735-51.6% | $3,722-64.4% | $2,565-48.4% |
| Participant deferral / active EE | $1,897 | $3,467-45.3% | $4,653-59.2% | $3,952-52.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |