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 | $93,470 | $40,256+132.2% | $57,343+63.0% | $59,632+56.7% |
| Participation rate | 34.4% | 69.2%-34.8pp | 75.1%-40.7pp | 68.7%-34.3pp |
| Annual return | -3.90% | 27.49%-31.4pp | 24.39%-28.3pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $422 | $1,922-78.0% | $2,689-84.3% | $2,203-80.8% |
| Participant deferral / active EE | $2,868 | $2,399+19.5% | $3,162-9.3% | $3,192-10.1% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |