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 9-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 | $73,009 | $30,400+140.2% | $53,898+35.5% | $84,808-13.9% |
| Participation rate | 16.2% | 46.4%-30.2pp | 55.0%-38.7pp | 68.3%-52.1pp |
| Annual return | 13.36% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $452 | $603-25.0% | $932-51.5% | $2,631-82.8% |
| Participant deferral / active EE | $1,011 | $1,199-15.7% | $1,826-44.6% | $4,212-76.0% |
| Admin fee / account holder | $21 | $1,993-98.9% | $2,491-99.2% | $7,344-99.7% |