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 | $197,752 | $165,335+19.6% | $149,696+32.1% | $158,922+24.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 5.26% | 348.15%-342.9pp | 276.60%-271.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $1,980 | $5,103-61.2% | $4,644-57.4% | $4,761-58.4% |
| Participant deferral / active EE | $8,415 | $7,181+17.2% | $6,842+23.0% | $5,982+40.7% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |