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 | $82,143 | $98,750-16.8% | $149,696-45.1% | $79,858+2.9% |
| Participation rate | 49.2% | 75.8%-26.6pp | 82.5%-33.3pp | 69.6%-20.4pp |
| Annual return | 11.86% | 27.43%-15.6pp | 276.60%-264.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,104 | $3,216-34.6% | $4,644-54.7% | $2,471-14.8% |
| Participant deferral / active EE | $6,038 | $5,680+6.3% | $6,842-11.7% | $3,740+61.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |