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 | $37,162 | $51,576-27.9% | $129,207-71.2% | $80,856-54.0% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | 10.25% | 20.81%-10.6pp | 9417.33%-9407.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $844 | $1,584-46.7% | $4,153-79.7% | $2,755-69.4% |
| Participant deferral / active EE | $1,322 | $2,669-50.5% | $4,168-68.3% | $4,296-69.2% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |