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 | $49,257 | $29,667+66.0% | $56,441-12.7% | $80,874-39.1% |
| Participation rate | 24.2% | 41.7%-17.5pp | 52.5%-28.3pp | 67.6%-43.5pp |
| Annual return | 9.81% | 35.22%-25.4pp | 1704.21%-1694.4pp | 35.62%-25.8pp |
| Employer contribution / active EE | $544 | $669-18.7% | $1,039-47.6% | $2,756-80.2% |
| Participant deferral / active EE | $1,344 | $1,227+9.6% | $1,953-31.2% | $4,297-68.7% |
| Admin fee / account holder | $160 | $2,429-93.4% | $2,829-94.3% | $6,935-97.7% |