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 | $109,552 | $202,318-45.9% | $172,739-36.6% | $152,861-28.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 4.92% | 1029.65%-1024.7pp | 802.84%-797.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,560 | $5,856-73.4% | $5,143-69.7% | $4,762-67.2% |
| Participant deferral / active EE | $2,814 | $5,948-52.7% | $5,198-45.9% | $5,850-51.9% |
| Admin fee / account holder | $149 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |