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 | $37,333 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 14.14% | 64.32%-50.2pp | 71.39%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,556 | $5,261-70.4% | $4,735-67.1% | $4,762-67.3% |
| Participant deferral / active EE | $2,421 | $7,109-66.0% | $6,709-63.9% | $5,850-58.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |