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 | $47,850 | $99,020-51.7% | $86,590-44.7% | $147,584-67.6% |
| Participation rate | 18.8% | 76.3%-57.6pp | 73.5%-54.8pp | 82.8%-64.1pp |
| Annual return | 5.15% | 1312.34%-1307.2pp | 964.84%-959.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $230 | $3,132-92.7% | $2,839-91.9% | $4,876-95.3% |
| Participant deferral / active EE | $762 | $3,972-80.8% | $3,609-78.9% | $5,439-86.0% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |