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 | $90,806 | $99,020-8.3% | $86,590+4.9% | $147,584-38.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.13% | 1312.34%-1304.2pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,397 | $3,132-23.5% | $2,839-15.6% | $4,876-50.8% |
| Participant deferral / active EE | $4,323 | $3,972+8.8% | $3,609+19.8% | $5,439-20.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |