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 | $102,900 | $72,071+42.8% | $68,368+50.5% | $137,256-25.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 9.65% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,378 | $2,788-50.6% | $2,649-48.0% | $4,156-66.9% |
| Participant deferral / active EE | $5,915 | $4,410+34.1% | $4,123+43.5% | $6,407-7.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |