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 | $142,904 | $68,547+108.5% | $120,354+18.7% | $80,856+76.7% |
| Participation rate | 38.5% | 61.6%-23.1pp | 71.9%-33.4pp | 67.6%-29.2pp |
| Annual return | 9.70% | 23.60%-13.9pp | 107.15%-97.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $725 | $2,051-64.7% | $3,463-79.1% | $2,755-73.7% |
| Participant deferral / active EE | $1,730 | $3,173-45.5% | $4,991-65.3% | $4,296-59.7% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |