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 | $54,092 | $30,400+77.9% | $53,898+0.4% | $84,808-36.2% |
| Participation rate | 28.8% | 46.4%-17.6pp | 55.0%-26.1pp | 68.3%-39.5pp |
| Annual return | 11.39% | 500.19%-488.8pp | 528.60%-517.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $314 | $1,199-73.8% | $1,826-82.8% | $4,212-92.6% |
| Admin fee / account holder | $165 | $1,993-91.7% | $2,491-93.4% | $7,344-97.7% |