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 | $152,831 | $78,422+94.9% | $95,952+59.3% | $79,858+91.4% |
| Participation rate | 28.6% | 73.5%-44.9pp | 77.1%-48.5pp | 69.6%-41.1pp |
| Annual return | 5.65% | 19.37%-13.7pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,201 | $1,945-38.3% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $3,557 | $3,440+3.4% | $4,167-14.6% | $3,740-4.9% |
| Admin fee / account holder | $40 | $5,622-99.3% | $6,795-99.4% | $5,306-99.2% |