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 | $68,974 | $102,966-33.0% | $90,281-23.6% | $152,861-54.9% |
| Participation rate | 39.1% | 75.9%-36.7pp | 73.3%-34.1pp | 82.4%-43.3pp |
| Annual return | 5.75% | 95.16%-89.4pp | 78.10%-72.4pp | 345.32%-339.6pp |
| Employer contribution / active EE | $642 | $3,139-79.5% | $2,854-77.5% | $4,762-86.5% |
| Participant deferral / active EE | $2,307 | $4,281-46.1% | $3,885-40.6% | $5,850-60.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |