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 | $183,154 | $167,307+9.5% | $143,757+27.4% | $134,475+36.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -23.77% | 0.46%-24.2pp | -0.04%-23.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,760 | $5,619-50.9% | $4,951-44.3% | $4,740-41.8% |
| Participant deferral / active EE | $8,321 | $6,446+29.1% | $5,637+47.6% | $6,400+30.0% |
| Admin fee / account holder | -$479 | $18,088-102.6% | $14,673-103.3% | $11,426-104.2% |