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 | $54,507 | $157,256-65.3% | $141,162-61.4% | $152,861-64.3% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.4%-26.2pp |
| Annual return | 13.91% | 64.32%-50.4pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,058 | $5,261-60.9% | $4,735-56.5% | $4,762-56.8% |
| Participant deferral / active EE | $4,184 | $7,109-41.2% | $6,709-37.6% | $5,850-28.5% |
| Admin fee / account holder | $288 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |