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 | $117,784 | $74,888+57.3% | $71,209+65.4% | $142,382-17.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 12.35% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,743 | $2,854-3.9% | $2,721+0.8% | $4,299-36.2% |
| Participant deferral / active EE | $9,460 | $4,454+112.4% | $4,175+126.6% | $6,507+45.4% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |