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 | $119,589 | $88,707+34.8% | $74,183+61.2% | $273,961-56.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 0.65% | 11.94%-11.3pp | 17.74%-17.1pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,630 | $3,159-48.4% | $2,370-31.2% | $4,869-66.5% |
| Participant deferral / active EE | $6,386 | $4,212+51.6% | $3,550+79.9% | $5,287+20.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |