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 | $140,470 | $96,635+45.4% | $86,612+62.2% | $139,434+0.7% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 8.94% | 106.41%-97.5pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,387 | $3,263-57.5% | $3,022-54.1% | $4,751-70.8% |
| Participant deferral / active EE | $1,408 | $4,836-70.9% | $4,438-68.3% | $6,710-79.0% |
| Admin fee / account holder | $110 | $6,408-98.3% | $5,614-98.0% | $11,403-99.0% |