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 | $86,294 | $127,264-32.2% | $109,895-21.5% | $167,490-48.5% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.2%-12.7pp | 82.1%-20.6pp |
| Annual return | 2.75% | 22.97%-20.2pp | 29.45%-26.7pp | 478.56%-475.8pp |
| Employer contribution / active EE | $2,083 | $3,322-37.3% | $2,842-26.7% | $4,837-56.9% |
| Participant deferral / active EE | $6,528 | $4,514+44.6% | $4,048+61.3% | $6,341+2.9% |
| Admin fee / account holder | $207 | $7,114-97.1% | $6,066-96.6% | $12,309-98.3% |