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 | $57,895 | $101,069-42.7% | $81,478-28.9% | $147,584-60.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 7.38% | 32.40%-25.0pp | 38.78%-31.4pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,891 | $3,205-41.0% | $2,568-26.3% | $4,876-61.2% |
| Participant deferral / active EE | $3,529 | $4,242-16.8% | $3,537-0.2% | $5,439-35.1% |
| Admin fee / account holder | $1 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |