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 | $99,096 | $114,381-13.4% | $107,525-7.8% | $142,382-30.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 7.54% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,841 | $4,015-54.1% | $3,754-51.0% | $4,299-57.2% |
| Participant deferral / active EE | $2,599 | $5,564-53.3% | $5,116-49.2% | $6,507-60.1% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |