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 | $73,762 | $111,754-34.0% | $103,333-28.6% | $145,922-49.5% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 7.02% | 24.77%-17.7pp | 24.88%-17.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,611 | $4,212-38.0% | $3,868-32.5% | $4,660-44.0% |
| Participant deferral / active EE | $6,373 | $5,619+13.4% | $5,057+26.0% | $6,688-4.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |