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 | $19,791 | $99,020-80.0% | $86,590-77.1% | $147,584-86.6% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 5.46% | 1312.34%-1306.9pp | 964.84%-959.4pp | 578.55%-573.1pp |
| Employer contribution / active EE | $1,628 | $3,132-48.0% | $2,839-42.7% | $4,876-66.6% |
| Participant deferral / active EE | $8,727 | $3,972+119.7% | $3,609+141.8% | $5,439+60.5% |
| Admin fee / account holder | $77 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |