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 | $142,134 | $74,888+89.8% | $71,209+99.6% | $142,382-0.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 7.52% | 345.14%-337.6pp | 282.51%-275.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,306 | $2,854+15.8% | $2,721+21.5% | $4,299-23.1% |
| Participant deferral / active EE | $6,930 | $4,454+55.6% | $4,175+66.0% | $6,507+6.5% |
| Admin fee / account holder | $269 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |