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 | $58,563 | $53,127+10.2% | $86,590-32.4% | $70,131-16.5% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 11.75% | 27.66%-15.9pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,105 | $2,068-46.5% | $2,839-61.1% | $2,342-52.8% |
| Participant deferral / active EE | $1,975 | $2,696-26.8% | $3,609-45.3% | $3,332-40.7% |
| Admin fee / account holder | $217 | $3,585-94.0% | $4,906-95.6% | $4,645-95.3% |