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 | $84,108 | $102,966-18.3% | $90,281-6.8% | $152,861-45.0% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.4%-19.3pp |
| Annual return | 4.48% | 95.16%-90.7pp | 78.10%-73.6pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,073 | $3,139-34.0% | $2,854-27.4% | $4,762-56.5% |
| Participant deferral / active EE | $3,538 | $4,281-17.4% | $3,885-8.9% | $5,850-39.5% |
| Admin fee / account holder | $74 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |