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 | $41,018 | $89,355-54.1% | $141,162-70.9% | $72,985-43.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 16.39% | 111.85%-95.5pp | 71.39%-55.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,549 | $3,114-18.2% | $4,735-46.2% | $2,440+4.5% |
| Participant deferral / active EE | $4,472 | $5,418-17.5% | $6,709-33.3% | $3,607+24.0% |
| Admin fee / account holder | $143 | $5,958-97.6% | $10,261-98.6% | $5,124-97.2% |