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 | $57,144 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 4.88% | 257.29%-252.4pp | 205.93%-201.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $2,073 | $6,184-66.5% | $5,433-61.8% | $4,876-57.5% |
| Participant deferral / active EE | $3,638 | $5,629-35.4% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |