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 | $121,380 | $56,277+115.7% | $80,975+49.9% | $62,891+93.0% |
| Participation rate | 62.1% | 69.0%-6.9pp | 75.8%-13.7pp | 69.3%-7.2pp |
| Annual return | 4.33% | 22.12%-17.8pp | 17.10%-12.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $439 | $1,943-77.4% | $3,714-88.2% | $2,281-80.7% |
| Participant deferral / active EE | $2,251 | $4,195-46.4% | $5,696-60.5% | $3,203-29.7% |
| Admin fee / account holder | $8 | $3,741-99.8% | $5,516-99.8% | $4,296-99.8% |