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 | $106,455 | $90,397+17.8% | $76,002+40.1% | $145,959-27.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 7.43% | 621.97%-614.5pp | 360.07%-352.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $672 | $3,317-79.7% | $2,688-75.0% | $4,661-85.6% |
| Participant deferral / active EE | $4,875 | $5,163-5.6% | $4,257+14.5% | $6,689-27.1% |
| Admin fee / account holder | $279 | $8,369-96.7% | $6,414-95.7% | $13,398-97.9% |