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 | $79,077 | $63,346+24.8% | $92,233-14.3% | $70,131+12.8% |
| Participation rate | 52.0% | 68.7%-16.7pp | 76.5%-24.5pp | 69.5%-17.5pp |
| Annual return | 12.42% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,693 | $2,854-40.7% | $3,897-56.5% | $3,332-49.2% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |