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 | $115,041 | $58,828+95.6% | $77,999+47.5% | $62,891+82.9% |
| Participation rate | 3.9% | 71.1%-67.1pp | 75.5%-71.6pp | 69.3%-65.4pp |
| Annual return | -0.04% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.2pp |
| Employer contribution / active EE | $309 | $1,672-81.5% | $2,470-87.5% | $2,281-86.5% |
| Participant deferral / active EE | $1,292 | $2,686-51.9% | $3,497-63.1% | $3,203-59.7% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |