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 | $136,370 | $115,770+17.8% | $101,248+34.7% | $158,922-14.2% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 0.88% | 56.14%-55.3pp | 46.47%-45.6pp | 302.83%-301.9pp |
| Employer contribution / active EE | $1,128 | $4,175-73.0% | $3,660-69.2% | $4,761-76.3% |
| Participant deferral / active EE | $5,552 | $4,957+12.0% | $4,370+27.0% | $5,982-7.2% |
| Admin fee / account holder | $213 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |