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 | $129,357 | $34,308+277.0% | $74,701+73.2% | $72,985+77.2% |
| Participation rate | 10.3% | 42.4%-32.1pp | 54.5%-44.1pp | 69.5%-59.1pp |
| Annual return | 12.47% | 26.58%-14.1pp | 752.92%-740.5pp | 81.00%-68.5pp |
| Employer contribution / active EE | $217 | $692-68.7% | $1,084-80.0% | $2,440-91.1% |
| Participant deferral / active EE | $1,724 | $1,271+35.6% | $1,964-12.2% | $3,607-52.2% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |