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 | $62,989 | $165,335-61.9% | $149,696-57.9% | $158,922-60.4% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 6.86% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,029 | $5,103-60.2% | $4,644-56.3% | $4,761-57.4% |
| Participant deferral / active EE | $6,741 | $7,181-6.1% | $6,842-1.5% | $5,982+12.7% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |