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 | $75,390 | $50,958+47.9% | $74,550+1.1% | $64,186+17.5% |
| Participation rate | 56.4% | 61.1%-4.6pp | 69.1%-12.7pp | 69.6%-13.2pp |
| Annual return | -8.44% | -1.86%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,460 | $1,115+30.9% | $1,961-25.5% | $2,381-38.7% |
| Participant deferral / active EE | $4,796 | $2,301+108.4% | $3,108+54.3% | $3,470+38.2% |
| Admin fee / account holder | $17 | $4,223-99.6% | $5,060-99.7% | $4,888-99.6% |