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 | $71,163 | $176,056-59.6% | $159,436-55.4% | $167,490-57.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 7.21% | 331.75%-324.5pp | 263.57%-256.4pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,133 | $5,297-78.6% | $4,829-76.5% | $4,837-76.6% |
| Participant deferral / active EE | $3,236 | $7,750-58.2% | $7,352-56.0% | $6,341-49.0% |
| Admin fee / account holder | $105 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |