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 | $135,398 | $115,882+16.8% | $100,516+34.7% | $158,922-14.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | -2.25% | 34.79%-37.0pp | 30.89%-33.1pp | 302.83%-305.1pp |
| Employer contribution / active EE | $495 | $4,103-87.9% | $3,418-85.5% | $4,761-89.6% |
| Participant deferral / active EE | $13,000 | $6,674+94.8% | $6,270+107.3% | $5,982+117.3% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |