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 | $140,166 | $77,314+81.3% | $177,989-21.2% | $80,856+73.4% |
| Participation rate | 29.4% | 65.7%-36.3pp | 77.1%-47.7pp | 67.6%-38.2pp |
| Annual return | 10.10% | 18.09%-8.0pp | 294.48%-284.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,242 | $2,292-45.8% | $3,949-68.5% | $2,755-54.9% |
| Participant deferral / active EE | $3,156 | $4,411-28.4% | $6,276-49.7% | $4,296-26.5% |
| Admin fee / account holder | $128 | $7,191-98.2% | $10,363-98.8% | $6,918-98.1% |