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 | $97,023 | $201,272-51.8% | $184,203-47.3% | $145,922-33.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 1.38% | 29.00%-27.6pp | 28.81%-27.4pp | 561.29%-559.9pp |
| Employer contribution / active EE | $4,419 | $7,022-37.1% | $6,427-31.2% | $4,660-5.2% |
| Participant deferral / active EE | $8,594 | $9,806-12.4% | $9,131-5.9% | $6,688+28.5% |
| Admin fee / account holder | $234 | $16,364-98.6% | $13,901-98.3% | $13,397-98.3% |