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 | $159,039 | $115,770+37.4% | $101,248+57.1% | $158,922+0.1% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 0.22% | 56.14%-55.9pp | 46.47%-46.3pp | 302.83%-302.6pp |
| Employer contribution / active EE | $1,167 | $4,175-72.1% | $3,660-68.1% | $4,761-75.5% |
| Participant deferral / active EE | $4,210 | $4,957-15.1% | $4,370-3.7% | $5,982-29.6% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |