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 | $118,422 | $135,952-12.9% | $123,892-4.4% | $273,961-56.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 2.37% | 56.63%-54.3pp | 47.52%-45.1pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,070 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $3,720 | $6,343-41.4% | $5,984-37.8% | $5,287-29.6% |
| Admin fee / account holder | $146 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |