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 | $111,031 | $95,416+16.4% | $185,823-40.2% | $85,850+29.3% |
| Participation rate | 22.2% | 68.8%-46.5pp | 81.7%-59.5pp | 69.3%-47.1pp |
| Annual return | 10.27% | 23.59%-13.3pp | 122.05%-111.8pp | 318.53%-308.3pp |
| Employer contribution / active EE | $625 | $3,314-81.1% | $5,167-87.9% | $2,565-75.6% |
| Participant deferral / active EE | $1,733 | $3,423-49.4% | $5,568-68.9% | $3,952-56.1% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |