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 | $113,375 | $56,114+102.0% | $96,139+17.9% | $85,850+32.1% |
| Participation rate | 34.6% | 56.7%-22.1pp | 68.4%-33.8pp | 69.3%-34.7pp |
| Annual return | 10.14% | 42.30%-32.2pp | 191.94%-181.8pp | 318.53%-308.4pp |
| Employer contribution / active EE | $582 | $1,620-64.0% | $2,797-79.2% | $2,565-77.3% |
| Participant deferral / active EE | $2,074 | $2,859-27.4% | $4,349-52.3% | $3,952-47.5% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |