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 | $130,853 | $54,705+139.2% | $71,209+83.8% | $84,808+54.3% |
| Participation rate | 68.6% | 64.1%+4.5pp | 73.8%-5.2pp | 68.3%+0.3pp |
| Annual return | 12.36% | 35.90%-23.5pp | 282.51%-270.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,076 | $2,158-3.8% | $2,721-23.7% | $2,631-21.1% |
| Participant deferral / active EE | $2,758 | $3,030-9.0% | $4,175-33.9% | $4,212-34.5% |
| Admin fee / account holder | $142 | $4,863-97.1% | $5,349-97.3% | $7,344-98.1% |