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 | $111,610 | $76,738+45.4% | $56,411+97.9% | $145,922-23.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 3.56% | 2994.23%-2990.7pp | 1701.33%-1697.8pp | 561.29%-557.7pp |
| Employer contribution / active EE | $963 | $1,380-30.2% | $1,039-7.3% | $4,660-79.3% |
| Participant deferral / active EE | $1,480 | $2,623-43.6% | $1,952-24.2% | $6,688-77.9% |
| Admin fee / account holder | $42 | $3,334-98.8% | $2,829-98.5% | $13,397-99.7% |