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 | $212,750 | $85,202+149.7% | $172,739+23.2% | $72,985+191.5% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 15.18% | 27.32%-12.1pp | 802.84%-787.7pp | 81.00%-65.8pp |
| Employer contribution / active EE | $2,067 | $3,324-37.8% | $5,143-59.8% | $2,440-15.3% |
| Participant deferral / active EE | $4,156 | $3,260+27.5% | $5,198-20.0% | $3,607+15.2% |
| Admin fee / account holder | $264 | $5,884-95.5% | $13,954-98.1% | $5,124-94.8% |