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 | $163,922 | $96,635+69.6% | $86,612+89.3% | $139,434+17.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 9.91% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $339 | $3,263-89.6% | $3,022-88.8% | $4,751-92.9% |
| Participant deferral / active EE | $3,094 | $4,836-36.0% | $4,438-30.3% | $6,710-53.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |