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 | $93,696 | $81,460+15.0% | $103,333-9.3% | $80,856+15.9% |
| Participation rate | 39.5% | 66.8%-27.4pp | 74.5%-35.0pp | 67.6%-28.2pp |
| Annual return | 9.87% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,766 | $3,105-43.1% | $3,868-54.3% | $2,755-35.9% |
| Participant deferral / active EE | $4,081 | $3,869+5.5% | $5,057-19.3% | $4,296-5.0% |
| Admin fee / account holder | $292 | $6,566-95.5% | $8,355-96.5% | $6,918-95.8% |