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 | $180,506 | $232,540-22.4% | $185,117-2.5% | $147,584+22.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | -0.45% | 43.03%-43.5pp | 40.50%-40.9pp | 578.55%-579.0pp |
| Employer contribution / active EE | $1,155 | $5,195-77.8% | $4,182-72.4% | $4,876-76.3% |
| Participant deferral / active EE | $7,808 | $5,834+33.8% | $5,045+54.8% | $5,439+43.6% |
| Admin fee / account holder | $24 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |