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 | $168,696 | $106,515+58.4% | $96,683+74.5% | $139,434+21.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 7.50% | 38.43%-30.9pp | 35.69%-28.2pp | 372.94%-365.4pp |
| Employer contribution / active EE | $876 | $4,103-78.6% | $3,737-76.6% | $4,751-81.6% |
| Participant deferral / active EE | $4,720 | $5,454-13.5% | $4,878-3.2% | $6,710-29.7% |
| Admin fee / account holder | $172 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |