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 | $87,371 | $58,726+48.8% | $92,233-5.3% | $62,292+40.3% |
| Participation rate | 20.6% | 68.3%-47.8pp | 76.5%-55.9pp | 69.5%-48.9pp |
| Annual return | 11.41% | 43.62%-32.2pp | 176.28%-164.9pp | 28.90%-17.5pp |
| Employer contribution / active EE | $514 | $2,392-78.5% | $3,679-86.0% | $2,042-74.8% |
| Participant deferral / active EE | $1,512 | $2,766-45.3% | $3,897-61.2% | $3,169-52.3% |
| Admin fee / account holder | $92 | $556-83.5% | $5,194-98.2% | $479-80.9% |