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 | $135,164 | $35,183+284.2% | $73,545+83.8% | $70,131+92.7% |
| Participation rate | 5.3% | 42.9%-37.7pp | 54.9%-49.7pp | 69.5%-64.3pp |
| Annual return | 11.13% | 26.90%-15.8pp | -15.16%+26.3pp | 73.14%-62.0pp |
| Employer contribution / active EE | $971 | $709+37.0% | $1,219-20.4% | $2,342-58.6% |
| Participant deferral / active EE | $641 | $1,220-47.5% | $1,806-64.5% | $3,332-80.8% |
| Admin fee / account holder | $18 | $2,302-99.2% | $2,320-99.2% | $4,645-99.6% |