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 | $157,299 | $109,413+43.8% | $156,263+0.7% | $84,808+85.5% |
| Participation rate | 40.8% | 72.7%-31.9pp | 78.9%-38.1pp | 68.3%-27.5pp |
| Annual return | 10.48% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,440 | $2,907-16.1% | $4,333-43.7% | $2,631-7.3% |
| Participant deferral / active EE | $3,312 | $4,590-27.8% | $6,158-46.2% | $4,212-21.4% |
| Admin fee / account holder | $38 | $9,357-99.6% | $14,255-99.7% | $7,344-99.5% |