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 | $91,516 | $48,046+90.5% | $84,611+8.2% | $72,985+25.4% |
| Participation rate | 38.9% | 57.6%-18.7pp | 68.2%-29.3pp | 69.5%-30.6pp |
| Annual return | 10.95% | 37.38%-26.4pp | 258.74%-247.8pp | 81.00%-70.0pp |
| Employer contribution / active EE | $727 | $1,602-54.6% | $2,652-72.6% | $2,440-70.2% |
| Participant deferral / active EE | $2,640 | $2,680-1.5% | $3,899-32.3% | $3,607-26.8% |
| Admin fee / account holder | $175 | $3,395-94.8% | $4,912-96.4% | $5,124-96.6% |