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 | $131,344 | $63,346+107.3% | $92,233+42.4% | $70,131+87.3% |
| Participation rate | 26.1% | 68.7%-42.6pp | 76.5%-50.4pp | 69.5%-43.5pp |
| Annual return | 8.60% | 530.12%-521.5pp | 176.28%-167.7pp | 73.14%-64.5pp |
| Employer contribution / active EE | $537 | $2,471-78.3% | $3,679-85.4% | $2,342-77.1% |
| Participant deferral / active EE | $1,608 | $2,854-43.7% | $3,897-58.7% | $3,332-51.7% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |