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 | $23,916 | $105,998-77.4% | $92,233-74.1% | $147,584-83.8% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 8.35% | 50.05%-41.7pp | 176.28%-167.9pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,618 | $4,333-62.7% | $3,679-56.0% | $4,876-66.8% |
| Participant deferral / active EE | $4,186 | $4,478-6.5% | $3,897+7.4% | $5,439-23.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |