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 | $22,684 | $63,346-64.2% | $92,233-75.4% | $70,131-67.7% |
| Participation rate | 37.8% | 68.7%-30.8pp | 76.5%-38.6pp | 69.5%-31.7pp |
| Annual return | 11.23% | 530.12%-518.9pp | 176.28%-165.1pp | 73.14%-61.9pp |
| Employer contribution / active EE | $997 | $2,471-59.7% | $3,679-72.9% | $2,342-57.5% |
| Participant deferral / active EE | $1,906 | $2,854-33.2% | $3,897-51.1% | $3,332-42.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |