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 | $109,681 | $61,605+78.0% | $112,229-2.3% | $75,163+45.9% |
| Participation rate | 44.4% | 61.7%-17.2pp | 72.4%-28.0pp | 67.2%-22.7pp |
| Annual return | 3.44% | 28.47%-25.0pp | 30.20%-26.8pp | 160.62%-157.2pp |
| Employer contribution / active EE | $1,381 | $2,015-31.5% | $3,430-59.7% | $2,670-48.3% |
| Participant deferral / active EE | $3,295 | $3,108+6.0% | $4,798-31.3% | $4,125-20.1% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |