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 | $122,160 | $61,660+98.1% | $80,019+52.7% | $64,186+90.3% |
| Participation rate | 30.0% | 71.7%-41.7pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | -7.68% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $707 | $1,810-60.9% | $2,468-71.3% | $2,381-70.3% |
| Participant deferral / active EE | $1,441 | $2,968-51.5% | $3,686-60.9% | $3,470-58.5% |
| Admin fee / account holder | $8 | $5,417-99.9% | $6,521-99.9% | $4,888-99.8% |