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 | $98,840 | $142,405-30.6% | $115,157-14.2% | $152,861-35.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 3.46% | 41.48%-38.0pp | 35.60%-32.1pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,750 | $4,010-56.4% | $3,179-45.0% | $4,762-63.3% |
| Participant deferral / active EE | $5,336 | $5,164+3.3% | $4,168+28.0% | $5,850-8.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |