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 4-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 | $143,128 | $70,606+102.7% | $53,898+165.6% | $142,382+0.5% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 3.28% | 619.81%-616.5pp | 528.60%-525.3pp | 217.08%-213.8pp |
| Employer contribution / active EE | $3,234 | $1,202+169.0% | $932+247.0% | $4,299-24.8% |
| Participant deferral / active EE | $10,900 | $2,364+361.1% | $1,826+496.8% | $6,507+67.5% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |