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 | $113,539 | $99,079+14.6% | $77,999+45.6% | $273,961-58.6% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.5%-7.1pp | 83.0%-14.6pp |
| Annual return | 0.81% | 217.93%-217.1pp | 425.96%-425.2pp | 41.45%-40.6pp |
| Employer contribution / active EE | $2,242 | $3,308-32.2% | $2,470-9.2% | $4,869-53.9% |
| Participant deferral / active EE | $3,279 | $4,306-23.8% | $3,497-6.2% | $5,287-38.0% |
| Admin fee / account holder | $7 | $8,954-99.9% | $5,480-99.9% | $10,132-99.9% |