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 | $91,429 | $32,037+185.4% | $69,182+32.2% | $62,891+45.4% |
| Participation rate | 18.5% | 43.4%-24.9pp | 55.1%-36.6pp | 69.3%-50.8pp |
| Annual return | 2.54% | 15.16%-12.6pp | -21.93%+24.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $463 | $679-31.8% | $1,206-61.6% | $2,281-79.7% |
| Participant deferral / active EE | $1,630 | $1,185+37.5% | $1,897-14.1% | $3,203-49.1% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |