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 | $119,057 | $114,381+4.1% | $107,525+10.7% | $142,382-16.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 9.09% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,400 | $4,015-65.1% | $3,754-62.7% | $4,299-67.4% |
| Participant deferral / active EE | $4,891 | $5,564-12.1% | $5,116-4.4% | $6,507-24.8% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |