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 | $175,218 | $157,256+11.4% | $141,162+24.1% | $152,861+14.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 13.56% | 64.32%-50.8pp | 71.39%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,578 | $5,261-51.0% | $4,735-45.6% | $4,762-45.9% |
| Participant deferral / active EE | $7,733 | $7,109+8.8% | $6,709+15.3% | $5,850+32.2% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |