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 | $148,164 | $159,602-7.2% | $150,045-1.3% | $142,382+4.1% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 11.73% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,265 | $4,961-74.5% | $4,693-73.0% | $4,299-70.6% |
| Participant deferral / active EE | $4,503 | $8,310-45.8% | $7,997-43.7% | $6,507-30.8% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |