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 | $200,709 | $175,202+14.6% | $149,673+34.1% | $139,434+43.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 5.10% | 166.71%-161.6pp | 134.42%-129.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,557 | $5,474-71.6% | $4,818-67.7% | $4,751-67.2% |
| Participant deferral / active EE | $4,183 | $6,519-35.8% | $5,680-26.3% | $6,710-37.7% |
| Admin fee / account holder | $143 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |