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 | $118,990 | $159,901-25.6% | $146,958-19.0% | $145,922-18.5% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 4.87% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,321 | $5,286-75.0% | $4,933-73.2% | $4,660-71.7% |
| Participant deferral / active EE | $5,293 | $8,428-37.2% | $8,070-34.4% | $6,688-20.9% |
| Admin fee / account holder | $289 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |