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 | $29,660+66.1% | $56,411-12.7% | $80,856-39.1% |
| Participation rate | 24.2% | 41.6%-17.5pp | 52.5%-28.3pp | 67.6%-43.4pp |
| Annual return | 9.81% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $544 | $669-18.7% | $1,039-47.6% | $2,755-80.2% |
| Participant deferral / active EE | $1,344 | $1,226+9.6% | $1,952-31.1% | $4,296-68.7% |
| Admin fee / account holder | $160 | $2,428-93.4% | $2,829-94.3% | $6,918-97.7% |