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 | $60,376 | $54,762+10.3% | $90,281-33.1% | $72,985-17.3% |
| Participation rate | 69.0% | 65.1%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 14.61% | 30.63%-16.0pp | 78.10%-63.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $2,678 | $2,092+28.0% | $2,854-6.2% | $2,440+9.8% |
| Participant deferral / active EE | $3,302 | $2,887+14.4% | $3,885-15.0% | $3,607-8.5% |
| Admin fee / account holder | $151 | $3,972-96.2% | $5,351-97.2% | $5,124-97.0% |