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 | $232,913 | $95,193+144.7% | $76,523+204.4% | $135,375+72.1% |
| Participation rate | 12.5% | 74.4%-61.9pp | 68.0%-55.5pp | 82.6%-70.1pp |
| Annual return | -12.76% | 4.85%-17.6pp | -0.27%-12.5pp | 519.73%-532.5pp |
| Employer contribution / active EE | $333 | $3,302-89.9% | $2,647-87.4% | $4,779-93.0% |
| Participant deferral / active EE | $2,625 | $4,639-43.4% | $3,835-31.6% | $5,609-53.2% |
| Admin fee / account holder | $150 | $6,249-97.6% | $4,848-96.9% | $10,827-98.6% |