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 | $34,843 | $29,660+17.5% | $56,411-38.2% | $80,856-56.9% |
| Participation rate | 22.2% | 41.6%-19.4pp | 52.5%-30.2pp | 67.6%-45.4pp |
| Annual return | 8.10% | 35.23%-27.1pp | 1701.33%-1693.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $685 | $669+2.3% | $1,039-34.1% | $2,755-75.1% |
| Participant deferral / active EE | $685 | $1,226-44.2% | $1,952-64.9% | $4,296-84.1% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |