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 | $87,537 | $111,724-21.6% | $93,606-6.5% | $145,922-40.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 4.10% | 202.98%-198.9pp | 133.20%-129.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,030 | $3,090-66.7% | $2,420-57.4% | $4,660-77.9% |
| Participant deferral / active EE | $2,575 | $4,912-47.6% | $4,411-41.6% | $6,688-61.5% |
| Admin fee / account holder | $75 | $10,250-99.3% | $8,285-99.1% | $13,397-99.4% |