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 | $95,425 | $226,064-57.8% | $182,532-47.7% | $152,861-37.6% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.0%-34.2pp | 82.4%-38.7pp |
| Annual return | 5.30% | 192.51%-187.2pp | 148.54%-143.2pp | 345.32%-340.0pp |
| Employer contribution / active EE | $2,494 | $4,978-49.9% | $4,076-38.8% | $4,762-47.6% |
| Participant deferral / active EE | $5,022 | $6,368-21.1% | $5,524-9.1% | $5,850-14.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |