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 | $49,477 | $74,888-33.9% | $71,209-30.5% | $142,382-65.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 10.86% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,074 | $2,854-27.3% | $2,721-23.8% | $4,299-51.8% |
| Participant deferral / active EE | $8,184 | $4,454+83.7% | $4,175+96.0% | $6,507+25.8% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |