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 | $121,708 | $176,812-31.2% | $146,665-17.0% | $167,490-27.3% |
| Participation rate | 68.2% | 83.6%-15.4pp | 80.1%-11.9pp | 82.1%-13.9pp |
| Annual return | 6.10% | 24.03%-17.9pp | 22.74%-16.6pp | 478.56%-472.5pp |
| Employer contribution / active EE | $1,967 | $5,160-61.9% | $4,136-52.4% | $4,837-59.3% |
| Participant deferral / active EE | $3,980 | $6,440-38.2% | $5,506-27.7% | $6,341-37.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |