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 | $140,425 | $34,308+309.3% | $74,701+88.0% | $72,985+92.4% |
| Participation rate | 46.4% | 42.4%+4.0pp | 54.5%-8.0pp | 69.5%-23.1pp |
| Annual return | 16.94% | 26.58%-9.6pp | 752.92%-736.0pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,030 | $692+48.9% | $1,084-4.9% | $2,440-57.8% |
| Participant deferral / active EE | $3,074 | $1,271+141.8% | $1,964+56.5% | $3,607-14.8% |
| Admin fee / account holder | $80 | $2,124-96.3% | $3,333-97.6% | $5,124-98.4% |