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 5-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 | $127,032 | $114,381+11.1% | $107,525+18.1% | $142,382-10.8% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 6.18% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,261 | $4,015-43.7% | $3,754-39.8% | $4,299-47.4% |
| Participant deferral / active EE | $5,870 | $5,564+5.5% | $5,116+14.7% | $6,507-9.8% |
| Admin fee / account holder | $205 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |