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 | $167,003 | $157,256+6.2% | $141,162+18.3% | $152,861+9.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 7.46% | 64.32%-56.9pp | 71.39%-63.9pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,423 | $5,261-54.0% | $4,735-48.8% | $4,762-49.1% |
| Participant deferral / active EE | $4,523 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | -$236 | $12,120-101.9% | $10,261-102.3% | $11,596-102.0% |