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 | $108,308 | $183,519-41.0% | $155,509-30.4% | $145,922-25.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.72% | 61.17%-56.4pp | 64.67%-59.9pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,477 | $5,313-53.4% | $4,672-47.0% | $4,660-46.8% |
| Participant deferral / active EE | $4,377 | $6,462-32.3% | $5,626-22.2% | $6,688-34.6% |
| Admin fee / account holder | $71 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |