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 | $178,721 | $93,571+91.0% | $135,903+31.5% | $75,163+137.8% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 15.15% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,678 | $3,537-52.6% | $4,856-65.4% | $2,670-37.1% |
| Participant deferral / active EE | $4,311 | $6,404-32.7% | $7,758-44.4% | $4,125+4.5% |
| Admin fee / account holder | $194 | $6,975-97.2% | $10,762-98.2% | $5,651-96.6% |