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 | $163,690 | $106,890+53.1% | $84,015+94.8% | $152,861+7.1% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.4%-65.8pp |
| Annual return | 2.78% | 104.99%-102.2pp | 71.31%-68.5pp | 345.32%-342.5pp |
| Employer contribution / active EE | $661 | $2,734-75.8% | $1,983-66.7% | $4,762-86.1% |
| Participant deferral / active EE | $3,667 | $4,011-8.6% | $3,239+13.2% | $5,850-37.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |