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 7-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 | $45,299 | $104,907-56.8% | $84,611-46.5% | $152,861-70.4% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.4%-60.2pp |
| Annual return | 5.37% | 373.79%-368.4pp | 258.74%-253.4pp | 345.32%-339.9pp |
| Employer contribution / active EE | $520 | $3,302-84.3% | $2,652-80.4% | $4,762-89.1% |
| Participant deferral / active EE | $3,221 | $4,688-31.3% | $3,899-17.4% | $5,850-44.9% |
| Admin fee / account holder | $197 | $6,241-96.8% | $4,912-96.0% | $11,596-98.3% |