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 | $39,244 | $52,353-25.0% | $120,225-67.4% | $82,448-52.4% |
| Participation rate | 38.0% | 58.3%-20.3pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 10.64% | 61.85%-51.2pp | 439.23%-428.6pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,655 | $1,510+9.6% | $3,475-52.4% | $2,551-35.1% |
| Participant deferral / active EE | $773 | $2,627-70.6% | $3,999-80.7% | $4,139-81.3% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |