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 | $182,895 | $30,400+501.6% | $53,898+239.3% | $84,808+115.7% |
| Participation rate | 6.7% | 46.4%-39.8pp | 55.0%-48.3pp | 68.3%-61.6pp |
| Annual return | 11.74% | 500.19%-488.4pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $85 | $603-85.9% | $932-90.9% | $2,631-96.8% |
| Participant deferral / active EE | $530 | $1,199-55.8% | $1,826-71.0% | $4,212-87.4% |
| Admin fee / account holder | $60 | $1,993-97.0% | $2,491-97.6% | $7,344-99.2% |