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 | $59,455 | $105,181-43.5% | $159,436-62.7% | $85,850-30.7% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.8%-24.5pp | 69.3%-11.0pp |
| Annual return | 10.27% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,530 | $3,318-53.9% | $4,829-68.3% | $2,565-40.4% |
| Participant deferral / active EE | $2,614 | $5,945-56.0% | $7,352-64.5% | $3,952-33.9% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |