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 | $41,154 | $60,124-31.6% | $90,404-54.5% | $79,858-48.5% |
| Participation rate | 47.1% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.5pp |
| Annual return | 8.80% | 71.94%-63.1pp | 1293.02%-1284.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $373 | $2,068-82.0% | $3,262-88.6% | $2,471-84.9% |
| Participant deferral / active EE | $1,392 | $2,938-52.6% | $3,963-64.9% | $3,740-62.8% |
| Admin fee / account holder | $290 | $3,976-92.7% | $5,611-94.8% | $5,306-94.5% |