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 | $60,154 | $157,256-61.7% | $141,162-57.4% | $152,861-60.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 6.26% | 64.32%-58.1pp | 71.39%-65.1pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,458 | $5,261-72.3% | $4,735-69.2% | $4,762-69.4% |
| Participant deferral / active EE | $7,258 | $7,109+2.1% | $6,709+8.2% | $5,850+24.1% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |