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 | $68,129 | $232,540-70.7% | $185,117-63.2% | $147,584-53.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 3.20% | 43.03%-39.8pp | 40.50%-37.3pp | 578.55%-575.3pp |
| Employer contribution / active EE | $3,902 | $5,195-24.9% | $4,182-6.7% | $4,876-20.0% |
| Participant deferral / active EE | $10,000 | $5,834+71.4% | $5,045+98.2% | $5,439+83.9% |
| Admin fee / account holder | $255 | $10,275-97.5% | $8,159-96.9% | $10,885-97.7% |