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 5-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 | $224,663 | $96,635+132.5% | $86,612+159.4% | $139,434+61.1% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | -14.18% | 106.41%-120.6pp | 591.07%-605.2pp | 372.94%-387.1pp |
| Employer contribution / active EE | $596 | $3,263-81.7% | $3,022-80.3% | $4,751-87.5% |
| Participant deferral / active EE | $1,488 | $4,836-69.2% | $4,438-66.5% | $6,710-77.8% |
| Admin fee / account holder | $74 | $6,408-98.8% | $5,614-98.7% | $11,403-99.4% |