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 | $46,613 | $210,648-77.9% | $177,989-73.8% | $145,922-68.1% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 5.94% | 385.86%-379.9pp | 294.48%-288.5pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,824 | $4,565-60.0% | $3,949-53.8% | $4,660-60.9% |
| Participant deferral / active EE | $2,099 | $6,958-69.8% | $6,276-66.6% | $6,688-68.6% |
| Admin fee / account holder | $128 | $12,013-98.9% | $10,363-98.8% | $13,397-99.0% |