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 | $110,593 | $62,672+76.5% | $185,117-40.3% | $70,131+57.7% |
| Participation rate | 55.2% | 63.8%-8.6pp | 77.3%-22.1pp | 69.5%-14.4pp |
| Annual return | 10.63% | 40.79%-30.2pp | 40.50%-29.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,329 | $1,753-24.2% | $4,182-68.2% | $2,342-43.3% |
| Participant deferral / active EE | $1,794 | $3,272-45.2% | $5,045-64.4% | $3,332-46.1% |
| Admin fee / account holder | $30 | $3,932-99.2% | $8,159-99.6% | $4,645-99.4% |