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 | $78,491 | $54,705+43.5% | $71,209+10.2% | $84,808-7.4% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.2pp | 68.3%-2.8pp |
| Annual return | 10.33% | 35.90%-25.6pp | 282.51%-272.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $419 | $2,158-80.6% | $2,721-84.6% | $2,631-84.1% |
| Participant deferral / active EE | $1,167 | $3,030-61.5% | $4,175-72.1% | $4,212-72.3% |
| Admin fee / account holder | $105 | $4,863-97.8% | $5,349-98.0% | $7,344-98.6% |