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 | $90,793 | $58,208+56.0% | $81,812+11.0% | $80,856+12.3% |
| Participation rate | 32.3% | 63.4%-31.2pp | 72.3%-40.1pp | 67.6%-35.4pp |
| Annual return | 5.25% | 41.66%-36.4pp | 773.79%-768.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $554 | $2,340-76.3% | $2,912-81.0% | $2,755-79.9% |
| Participant deferral / active EE | $1,555 | $3,281-52.6% | $4,319-64.0% | $4,296-63.8% |
| Admin fee / account holder | $86 | $4,981-98.3% | $7,386-98.8% | $6,918-98.8% |