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 | $159,753 | $106,890+49.5% | $84,015+90.1% | $152,861+4.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 1.71% | 104.99%-103.3pp | 71.31%-69.6pp | 345.32%-343.6pp |
| Employer contribution / active EE | $531 | $2,734-80.6% | $1,983-73.2% | $4,762-88.9% |
| Participant deferral / active EE | $10,000 | $4,011+149.3% | $3,239+208.8% | $5,850+70.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |