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 6-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 | $240,062 | $100,773+138.2% | $88,946+169.9% | $142,382+68.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 4.04% | 70.18%-66.1pp | 57.82%-53.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $765 | $2,918-73.8% | $2,555-70.1% | $4,299-82.2% |
| Participant deferral / active EE | $1,425 | $5,230-72.8% | $4,581-68.9% | $6,507-78.1% |
| Admin fee / account holder | $162 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |