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 | $174,985 | $102,604+70.5% | $86,188+103.0% | $139,434+25.5% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.0%-50.8pp | 80.3%-62.1pp |
| Annual return | 4.68% | 1922.51%-1917.8pp | 1168.45%-1163.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $776 | $3,032-74.4% | $2,380-67.4% | $4,751-83.7% |
| Participant deferral / active EE | $1,939 | $4,676-58.5% | $3,985-51.3% | $6,710-71.1% |
| Admin fee / account holder | $85 | $8,657-99.0% | $6,852-98.8% | $11,403-99.3% |