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 | $165,029 | $197,591-16.5% | $177,821-7.2% | $158,922+3.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 6.10% | 58.76%-52.7pp | 48.32%-42.2pp | 302.83%-296.7pp |
| Employer contribution / active EE | $4,589 | $6,697-31.5% | $5,918-22.5% | $4,761-3.6% |
| Participant deferral / active EE | $8,701 | $8,405+3.5% | $7,714+12.8% | $5,982+45.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |