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 | $138,220 | $104,251+32.6% | $91,001+51.9% | $147,584-6.3% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.6%-10.9pp | 82.8%-18.1pp |
| Annual return | 8.44% | 27.06%-18.6pp | 4.60%+3.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,201 | $3,116-61.4% | $2,456-51.1% | $4,876-75.4% |
| Participant deferral / active EE | $3,511 | $4,195-16.3% | $3,547-1.0% | $5,439-35.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |