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 | $91,713 | $96,305-4.8% | $80,569+13.8% | $139,434-34.2% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 6.85% | 1350.08%-1343.2pp | 935.43%-928.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $749 | $3,262-77.0% | $2,723-72.5% | $4,751-84.2% |
| Participant deferral / active EE | $2,540 | $5,232-51.5% | $4,447-42.9% | $6,710-62.1% |
| Admin fee / account holder | $9 | $6,599-99.9% | $5,377-99.8% | $11,403-99.9% |