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 | $51,828 | $29,660+74.7% | $56,411-8.1% | $80,856-35.9% |
| Participation rate | 48.8% | 41.6%+7.2pp | 52.5%-3.6pp | 67.6%-18.8pp |
| Annual return | 10.10% | 35.23%-25.1pp | 1701.33%-1691.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $867 | $669+29.6% | $1,039-16.5% | $2,755-68.5% |
| Participant deferral / active EE | $2,817 | $1,226+129.7% | $1,952+44.3% | $4,296-34.4% |
| Admin fee / account holder | $60 | $2,428-97.5% | $2,829-97.9% | $6,918-99.1% |