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 | $120,604 | $56,114+114.9% | $96,139+25.4% | $85,850+40.5% |
| Participation rate | 23.1% | 56.7%-33.6pp | 68.4%-45.4pp | 69.3%-46.2pp |
| Annual return | 2.70% | 42.30%-39.6pp | 191.94%-189.2pp | 318.53%-315.8pp |
| Employer contribution / active EE | $809 | $1,620-50.0% | $2,797-71.1% | $2,565-68.4% |
| Participant deferral / active EE | $1,857 | $2,859-35.0% | $4,349-57.3% | $3,952-53.0% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |