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 | $203,757 | $71,050+186.8% | $93,606+117.7% | $80,856+152.0% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 7.66% | 11.26%-3.6pp | 133.20%-125.5pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,591 | $1,564+65.7% | $2,420+7.1% | $2,755-5.9% |
| Participant deferral / active EE | $5,029 | $4,034+24.7% | $4,411+14.0% | $4,296+17.1% |
| Admin fee / account holder | $66 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |